Beese Fulmer Investment Management’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,028
| Closed | -$225K | – | 250 |
|
|
2021
Q4 | $225K | Sell |
6,028
-544
| -8% | -$20.3K | 0.02% | 219 |
|
|
2021
Q3 | $228K | Hold |
6,572
| – | – | 0.03% | 211 |
|
|
2021
Q2 | $225K | Hold |
6,572
| – | – | 0.03% | 205 |
|
|
2021
Q1 | $213K | Hold |
6,572
| – | – | 0.03% | 208 |
|
|
2020
Q4 | $209K | Buy |
+6,572
| New | +$209K | 0.03% | 195 |
|
|
2020
Q3 | – | Sell |
-6,640
| Closed | -$168K | – | 574 |
|
|
2020
Q2 | $168K | Buy |
+6,640
| New | +$168K | 0.02% | 199 |
|
|
2020
Q1 | – | Sell |
-7,138
| Closed | -$249K | – | 202 |
|
|
2019
Q4 | $249K | Sell |
7,138
-162
| -2% | -$5.65K | 0.03% | 174 |
|
|
2019
Q3 | $219K | Buy |
+7,300
| New | +$219K | 0.03% | 185 |
|
|
2019
Q2 | – | Sell |
-7,300
| Closed | -$201K | – | 187 |
|
|
2019
Q1 | $201K | Buy |
+7,300
| New | +$201K | 0.04% | 170 |
|
|
2018
Q4 | – | Sell |
-7,544
| Closed | -$237K | – | 190 |
|
|
2018
Q3 | $237K | Hold |
7,544
| – | – | 0.05% | 162 |
|
|
2018
Q2 | $246K | Sell |
7,544
-138
| -2% | -$4.5K | 0.05% | 158 |
|
|
2018
Q1 | $228K | Hold |
7,682
| – | – | 0.05% | 158 |
|
|
2017
Q4 | $220K | Sell |
7,682
-48
| -0.6% | -$1.38K | 0.05% | 170 |
|
|
2017
Q3 | $234K | Hold |
7,730
| – | – | 0.05% | 158 |
|
|
2017
Q2 | $235K | Hold |
7,730
| – | – | 0.06% | 154 |
|
|
2017
Q1 | $217K | Buy |
+7,730
| New | +$217K | 0.05% | 159 |
|