Wealthspire Advisors (New York)’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	$863K	Sell	31,435 -29,676	-49%	-$831K	0.01%	437
2025 Q4	$1.76M	Buy	61,111 +34,355	+128%	+$803K	0.01%	314
2025 Q3	$523K	Buy	26,756 +6,143	+30%	+$83.7K	﹤0.01%	524
2025 Q2	$236K	Sell	20,613 -1,441	-7%	-$13.4K	﹤0.01%	736
2025 Q1	$237K	Sell	22,054 -162	-0.7%	-$1.69K	﹤0.01%	703
2024 Q4	$235K	Buy	22,216 +1,749	+9%	+$16.3K	﹤0.01%	703
2024 Q3	$169K	Sell	20,467 -7,417	-27%	-$58K	﹤0.01%	721
2024 Q2	$207K	Buy	27,884 +8,763	+46%	+$70.2K	﹤0.01%	615
2024 Q1	$167K	Sell	19,121 -3,937	-17%	-$37.9K	﹤0.01%	617
2023 Q4	$262K	Buy	23,058 +380	+2%	+$4.1K	﹤0.01%	556
2023 Q3	$246K	Buy	22,678 +4,521	+25%	+$56.4K	﹤0.01%	521
2023 Q2	$228K	Sell	18,157 -2,795	-13%	-$36.3K	﹤0.01%	503
2023 Q1	$316K	Sell	20,952 -2,466	-11%	-$35.1K	0.01%	427
2022 Q4	$222K	Buy	23,418 +555	+2%	+$6.27K	﹤0.01%	522
2022 Q3	$263K	Buy	22,863 +2,958	+15%	+$40.2K	0.01%	434
2022 Q2	$267K	Buy	+19,905	New	+$369K	0.01%	423
2019 Q1	–	Sell	-131	Closed	-$3K	–	791
2018 Q4	$3K	Buy	+131	New	+$3.99K	﹤0.01%	726