Beese Fulmer Investment Management’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
Q3 | $628K | Sell |
|
|||||
|
2025
Q2 | $383K | Sell |
|
|||||
|
2025
Q1 | $427K | Buy |
|
|||||
|
2024
Q4 | $417K | Sell |
|
|||||
|
2024
Q3 | $327K | Sell |
|
|||||
|
2024
Q2 | $304K | Sell |
|
|||||
|
2024
Q1 | $359K | Sell |
|
|||||
|
2023
Q4 | $624K | Sell |
|
|||||
|
2023
Q3 | $704K | Sell |
|
|||||
|
2023
Q2 | $888K | Sell |
|
|||||
|
2023
Q1 | $1.09M | Sell |
|
|||||
|
2022
Q4 | $702K | Sell |
|
|||||
|
2022
Q3 | $1.05M | Sell |
|
|||||
|
2022
Q2 | $1.23M | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $209K | Hold |
|
|||||
|
2021
Q1 | $296K | Hold |
|
|||||
|
2020
Q4 | $205K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $186K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $311K | Hold |
|
|||||
|
2019
Q3 | $253K | Sell |
|
|||||
|
2019
Q2 | $325K | Sell |
|
|||||
|
2019
Q1 | $293K | Sell |
|
|||||
|
2018
Q4 | $297K | Hold |
|
|||||
|
2018
Q3 | $385K | Hold |
|
|||||
|
2018
Q2 | $331K | Buy |
|
|||||
|
2018
Q1 | $253K | Hold |
|
|||||
|
2017
Q4 | $265K | Hold |
|
|||||
|
2017
Q3 | $252K | Hold |
|
|||||
|
2017
Q2 | $305K | Hold |
|
|||||
|
2017
Q1 | $344K | Hold |
|
|||||
|
2016
Q4 | $324K | Sell |
|
|||||
|
2016
Q3 | $320K | Buy |
|
|||||
|
2016
Q2 | $265K | Hold |
|
|||||
|
2016
Q1 | $296K | Sell |
|
|||||
|
2015
Q4 | $304K | Sell |
|
|||||
|
2015
Q3 | $297K | Hold |
|
|||||
|
2015
Q2 | $380K | Hold |
|
|||||
|
2015
Q1 | $351K | Sell |
|
|||||
|
2014
Q4 | $395K | Buy |
|
|||||
|
2014
Q3 | $335K | Sell |
|
|||||
|
2014
Q2 | $659K | Hold |
|
|||||
|
2014
Q1 | $734K | Hold |
|
|||||
|
2013
Q4 | $802K | Hold |
|
|||||
|
2013
Q3 | $749K | Buy |
|
|||||
|
2013
Q2 | $681K | Buy |
|