Beese Fulmer Investment Management’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
33,446
-6,382
| -16% | -$73.1K | 0.03% | 207 |
|
|
2025
Q1 | $427K | Buy |
39,828
+387
| +1% | +$4.15K | 0.04% | 171 |
|
|
2024
Q4 | $417K | Sell |
39,441
-183
| -0.5% | -$1.93K | 0.04% | 163 |
|
|
2024
Q3 | $327K | Sell |
39,624
-1,273
| -3% | -$10.5K | 0.03% | 185 |
|
|
2024
Q2 | $304K | Sell |
40,897
-261
| -0.6% | -$1.94K | 0.03% | 187 |
|
|
2024
Q1 | $359K | Sell |
41,158
-13,698
| -25% | -$120K | 0.03% | 170 |
|
|
2023
Q4 | $624K | Sell |
54,856
-9,934
| -15% | -$113K | 0.06% | 134 |
|
|
2023
Q3 | $704K | Sell |
64,790
-6,002
| -8% | -$65.2K | 0.08% | 129 |
|
|
2023
Q2 | $888K | Sell |
70,792
-1,536
| -2% | -$19.3K | 0.1% | 122 |
|
|
2023
Q1 | $1.09M | Sell |
72,328
-1,687
| -2% | -$25.5K | 0.12% | 113 |
|
|
2022
Q4 | $702K | Sell |
74,015
-17,701
| -19% | -$168K | 0.08% | 133 |
|
|
2022
Q3 | $1.06M | Sell |
91,716
-197
| -0.2% | -$2.27K | 0.14% | 112 |
|
|
2022
Q2 | $1.23M | Buy |
+91,913
| New | +$1.23M | 0.16% | 107 |
|