Beese Fulmer Investment Management, Inc. Purchases in Q3 2024

Beese Fulmer Investment Management, Inc.

  • $1.14 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
19.2K
New
$696.17 - $892.35 $13.4M - $17.1M
19.2K $14.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
435
+ 0.76%
$405.19 - $478.57 $176K - $208K
57.9K $26.7M
AVGO
Broadcom Inc.

Technology
162K
+ 915.65%
$136.27 - $1745.86 $22M - $282M
179K $31M
META
Meta Platforms, Inc.

Communication Services
371
+ 1.09%
$453.41 - $572.44 $168K - $212K
34.5K $19.8M
ICE
Intercontinental Exchange, Inc.

Financial Services
296
+ 0.31%
$136.93 - $162.81 $40.5K - $48.2K
97.1K $15.6M
PM
Philip Morris International Inc.

Consumer Defensive
478
+ 0.43%
$101.25 - $127.45 $48.4K - $60.9K
111K $13.4M
JNJ
Johnson & Johnson

Healthcare
679
+ 0.55%
$145.48 - $167.38 $98.8K - $114K
125K $20.3M
CMI
Cummins Inc

Industrials
59
+ 0.14%
$266.63 - $326.4 $15.7K - $19.3K
42.8K $13.9M
CB
Chubb LTD

Financial Services
125
+ 0.22%
$252.51 - $292.2 $31.6K - $36.5K
57.1K $16.5M
UNH
Unitedhealth Group Inc

Healthcare
279
+ 1.24%
$488.01 - $604.18 $136K - $169K
22.8K $13.3M
ANET
Arista Networks, Inc.

Technology
652
+ 1.97%
$311.42 - $388.21 $203K - $253K
33.7K $13M
ETN
Eaton Corp PLC

Industrials
2.02K
+ 5.32%
$272.52 - $333.02 $550K - $672K
40K $13.2M
CRM
Salesforce, Inc.

Technology
600
+ 0.94%
$238.42 - $276.53 $143K - $166K
64.2K $17.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.79K
+ 37.63%
$517.38 - $573.86 $924K - $1.02M
6.53K $3.75M
PG
Procter & Gamble CO

Consumer Defensive
180
+ 0.15%
$160.76 - $177.82 $28.9K - $32K
119K $20.6M
SYK
Stryker Corp

Healthcare
328
+ 0.78%
$315.94 - $371.96 $104K - $122K
42.2K $15.2M
NFLX
Netflix Inc

Communication Services
413
+ 2.09%
$598.55 - $722.26 $247K - $298K
20.1K $14.3M
IR
Ingersoll Rand Inc.

Industrials
2.98K
+ 3.25%
$86.9 - $100.4 $259K - $299K
94.8K $9.3M
UNP
Union Pacific Corp

Industrials
220
+ 0.49%
$221.78 - $256.09 $48.8K - $56.3K
45.5K $11.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9.14K
+ 8.57%
$76.94 - $79.54 $703K - $727K
116K $9.2M
XOM
Exxon Mobil Corp

Energy
1.14K
+ 0.6%
$109.72 - $119.0 $125K - $135K
191K $22.3M
IVV
Ishares Core S&P 500 ETF

ETFs
634
+ 47.1%
$520.18 - $576.82 $330K - $366K
1.98K $1.14M
TDG
Trans Digm Group Inc

Industrials
48
+ 2.48%
$1202.03 - $1427.41 $57.7K - $68.5K
1.99K $2.83M
WMT
Walmart Inc.

Consumer Defensive
490
+ 2.23%
$66.91 - $81.4 $32.8K - $39.9K
22.4K $1.81M
LOAN
Manhattan Bridge Capital, Inc

Real Estate
45.2K
+ 53.35%
$5.13 - $5.57 $232K - $252K
130K $723K
FCX
Freeport Mcmoran Inc

Basic Materials
3.69K
+ 6.01%
$39.52 - $51.92 $146K - $192K
65.1K $3.25M
AEP
American Electric Power CO Inc

Utilities
34
+ 0.21%
$87.11 - $104.95 $2.96K - $3.57K
15.9K $1.63M
K
Kellogg CO

Consumer Defensive
2.95K
New
$56.19 - $80.81 $166K - $238K
2.95K $238K
FITB
Fifth Third Bancorp

Financial Services
200
+ 0.56%
$36.01 - $43.64 $7.2K - $8.73K
35.9K $1.54M
CCNE
Cnb Financial Corp

Financial Services
9.4K
New
$19.32 - $26.14 $182K - $246K
9.4K $226K
SPGI
S&P Global Inc.

Financial Services
422
New
$446.32 - $527.38 $188K - $223K
422 $218K
ACN
Accenture PLC

Technology
617
New
$295.44 - $355.81 $182K - $220K
617 $218K
AVNT
Avient Corp

Basic Materials
4.32K
New
$40.85 - $50.82 $176K - $219K
4.32K $217K
FBIZ
First Business Financial Services, Inc.

Financial Services
4.75K
New
$35.25 - $46.04 $167K - $219K
4.75K $216K
PHO
Invesco Exchange Traded Fd Tr

ETFs
3.03K
New
$63.82 - $70.54 $194K - $214K
3.03K $213K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.19K
New
$162.83 - $179.16 $193K - $213K
1.19K $212K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.13K
New
$84.77 - $97.13 $181K - $207K
2.13K $204K
UBER
Uber Technologies, Inc

Technology
2.72K
New
$58.48 - $77.47 $159K - $210K
2.72K $204K
HTH
Hilltop Holdings Inc.

Financial Services
6.32K
New
$30.03 - $34.81 $190K - $220K
6.32K $202K
PNC
Pnc Financial Services Group, Inc.

Financial Services
322
+ 8.13%
$156.14 - $187.2 $50.3K - $60.3K
4.29K $792K
TXN
Texas Instruments Inc

Technology
767
+ 1.41%
$194.6 - $194.6 $149K - $149K
55.3K $10.8M
VTI
Vanguard Total Stock Market Et

ETFs
79
+ 1.25%
$255.18 - $283.2 $20.2K - $22.4K
6.41K $1.82M
VTV
Vanguard Value ETF

ETFs
202
+ 4.35%
$159.75 - $174.57 $32.3K - $35.3K
4.85K $846K
MELI
Mercadolibre Inc

Consumer Cyclical
9
+ 5.23%
$1591.44 - $2140.1 $14.3K - $19.3K
181 $371K
VIG
Vanguard Dividend Appreciation

ETFs
502
+ 4.26%
$182.15 - $182.15 $91.4K - $91.4K
12.3K $2.24M
KMI
Kinder Morgan, Inc.

Energy
1K
+ 3.75%
$19.72 - $22.22 $19.7K - $22.2K
27.7K $611K
TFC
Truist Financial Corp

Financial Services
442
+ 3.04%
$38.22 - $44.94 $16.9K - $19.9K
15K $640K
TKR
Timken CO

Industrials
155
+ 1.03%
$78.36 - $87.89 $12.1K - $13.6K
15.2K $1.28M
IWM
Ishares Russell 2000 ETF

ETFs
75
+ 3.11%
$200.87 - $224.6 $15.1K - $16.8K
2.49K $550K
Activity Summary
Buys All Purchases 67 New Holdings 13 Increased Positions 54 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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