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
2025
Q2
$236K Sell
2025
Q1
$237K Sell
2024
Q4
$235K Buy
2024
Q3
$169K Sell
2024
Q2
$207K Buy
2024
Q1
$167K Sell
2023
Q4
$262K Buy
2023
Q3
$246K Buy
2023
Q2
$228K Sell
2023
Q1
$316K Sell
2022
Q4
$222K Buy
2022
Q3
$263K Buy
2022
Q2
$267K Buy