Waverly Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $286K | Buy |
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|
2024
Q3 | $170K | Sell |
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|
2024
Q2 | $156K | Sell |
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|
2024
Q1 | $222K | Buy |
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|
2023
Q4 | $238K | Sell |
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|
2023
Q3 | $244K | Sell |
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|
2023
Q2 | $283K | Buy |
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|
2023
Q1 | $301K | Buy |
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|
2022
Q4 | $185K | Sell |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $212K | Buy |
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