Beese Fulmer Investment Management’s FS Bancorp FSBW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$567K	Hold	14,390	–	–	0.04%	165
2025 Q1	$547K	Hold	14,390	–	–	0.05%	145
2024 Q4	$591K	Hold	14,390	–	–	0.05%	141
2024 Q3	$640K	Hold	14,390	–	–	0.06%	137
2024 Q2	$525K	Sell	14,390 -1,400	-9%	-$51K	0.05%	147
2024 Q1	$548K	Hold	15,790	–	–	0.05%	143
2023 Q4	$584K	Sell	15,790 -1,000	-6%	-$37K	0.06%	138
2023 Q3	$495K	Hold	16,790	–	–	0.06%	147
2023 Q2	$505K	Hold	16,790	–	–	0.05%	148
2023 Q1	$504K	Hold	16,790	–	–	0.06%	148
2022 Q4	$561K	Hold	16,790	–	–	0.07%	146
2022 Q3	$458K	Hold	16,790	–	–	0.06%	147
2022 Q2	$482K	Hold	16,790	–	–	0.06%	149
2022 Q1	$520K	Hold	16,790	–	–	0.06%	154
2021 Q4	$565K	Hold	16,790	–	–	0.06%	153
2021 Q3	$581K	Hold	16,790	–	–	0.07%	150
2021 Q2	$598K	Buy	16,790 +1,400	+9%	+$49.9K	0.07%	141
2021 Q1	$517K	Hold	15,390	–	–	0.06%	144
2020 Q4	$422K	Buy	15,390 +820	+6%	+$22.5K	0.05%	145
2020 Q3	$299K	Hold	14,570	–	–	0.04%	156
2020 Q2	$281K	Hold	14,570	–	–	0.04%	156
2020 Q1	$262K	Hold	14,570	–	–	0.05%	151
2019 Q4	$465K	Hold	14,570	–	–	0.07%	137
2019 Q3	$382K	Buy	14,570 +3,860	+36%	+$101K	0.06%	146
2019 Q2	$278K	Hold	10,710	–	–	0.05%	143
2019 Q1	$270K	Hold	10,710	–	–	0.05%	141
2018 Q4	$230K	Buy	+10,710	New	+$230K	0.05%	148
2017 Q4	–	Sell	-9,966	Closed	-$257K	–	190
2017 Q3	$257K	Hold	9,966	–	–	0.06%	148
2017 Q2	$224K	Buy	+9,966	New	+$224K	0.05%	159