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
Q2 | $383K | Sell |
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|
2025
Q1 | $427K | Buy |
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|
2024
Q4 | $417K | Sell |
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|
2024
Q3 | $327K | Sell |
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|
2024
Q2 | $304K | Sell |
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|
2024
Q1 | $359K | Sell |
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|
2023
Q4 | $624K | Sell |
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|
2023
Q3 | $704K | Sell |
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|
2023
Q2 | $888K | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $702K | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.23M | Buy |
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