FCMC
Founders Capital Management (Connecticut)’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $867K | Hold |
75,631
| – | – | 0.15% | 45 |
|
|
2025
Q1 | $812K | Hold |
75,631
| – | – | 0.15% | 45 |
|
|
2024
Q4 | $799K | Buy |
75,631
+145
| +0.2% | +$1.53K | 0.14% | 46 |
|
|
2024
Q3 | $623K | Hold |
75,486
| – | – | 0.11% | 52 |
|
|
2024
Q2 | $562K | Buy |
75,486
+554
| +0.7% | +$4.12K | 0.1% | 55 |
|
|
2024
Q1 | $654K | Sell |
74,932
-1,475
| -2% | -$12.9K | 0.12% | 51 |
|
|
2023
Q4 | $870K | Hold |
76,407
| – | – | 0.18% | 47 |
|
|
2023
Q3 | $830K | Buy |
76,407
+4,180
| +6% | +$45.4K | 0.19% | 47 |
|
|
2023
Q2 | $906K | Buy |
72,227
+243
| +0.3% | +$3.05K | 0.2% | 47 |
|
|
2023
Q1 | $1.09M | Hold |
71,984
| – | – | 0.27% | 40 |
|
|
2022
Q4 | $682K | Sell |
71,984
-483
| -0.7% | -$4.58K | 0.18% | 49 |
|
|
2022
Q3 | $833K | Hold |
72,467
| – | – | 0.23% | 45 |
|
|
2022
Q2 | $973K | Buy |
+72,467
| New | +$973K | 0.25% | 43 |
|