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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $271K | Buy |
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|
2025
Q2 | $146K | Sell |
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|
2025
Q1 | $143K | Sell |
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|
2024
Q4 | $143K | Sell |
|
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|
2024
Q3 | $113K | Sell |
|
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|
2024
Q2 | $104K | Hold |
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|
2024
Q1 | $104K | Sell |
|
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|
2023
Q4 | $187K | Sell |
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|
2023
Q3 | $195K | Sell |
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|
2023
Q2 | $226K | Sell |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $175K | Sell |
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|
2022
Q3 | $463K | Sell |
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|
2022
Q2 | $564K | Buy |
|