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Whipplewood Advisors’s Warner Bros WBD Stock Holding History

Whipplewood Advisors’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.41K Sell
559
-31
-5% -$355 ﹤0.01% 647
2025
Q1 		$6.52K Sell
590
-50
-8% -$553 ﹤0.01% 644
2024
Q4 		$6.77K Buy
+640
New +$6.77K ﹤0.01% 629