Wealth Management Associates’s Warner Bros WBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$376K	Sell	13,705 -133	-1%	-$3.72K	0.13%	140
2025 Q4	$399K	Sell	13,838 -54	-0.4%	-$1.26K	0.14%	139
2025 Q3	$271K	Buy	13,892 +1,137	+9%	+$15.5K	0.1%	186
2025 Q2	$146K	Sell	12,755 -574	-4%	-$5.35K	0.06%	214
2025 Q1	$143K	Sell	13,329 -187	-1%	-$1.96K	0.06%	208
2024 Q4	$143K	Sell	13,516 -238	-2%	-$2.21K	0.06%	203
2024 Q3	$113K	Sell	13,754 -196	-1%	-$1.53K	0.05%	204
2024 Q2	$104K	Hold	13,950	–	–	0.05%	200
2024 Q1	$104K	Sell	13,950 -2,509	-15%	-$24.2K	0.05%	200
2023 Q4	$187K	Sell	16,459 -1,524	-8%	-$16.4K	0.1%	190
2023 Q3	$195K	Sell	17,983 -23	-0.1%	-$287	0.11%	180
2023 Q2	$226K	Sell	18,006 -165	-0.9%	-$2.14K	0.13%	167
2023 Q1	$274K	Sell	18,171 -257	-1%	-$3.66K	0.17%	140
2022 Q4	$175K	Sell	18,428 -21,812	-54%	-$246K	0.12%	178
2022 Q3	$463K	Sell	40,240 -1,816	-4%	-$24.7K	0.33%	82
2022 Q2	$564K	Buy	+42,056	New	+$780K	0.39%	61