Beese Fulmer Investment Management, Inc. Reduced Holdings in Q3 2024

Beese Fulmer Investment Management, Inc.

  • $1.14 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ROP
Roper Technologies Inc

Industrials
-10.1K
- 89.84%
$515.25 - $576.55 $5.21M - $5.83M
1.14K $635K
BDX
Becton Dickinson & CO

Healthcare
-19.5K
- 71.46%
$221.47 - $242.41 $4.32M - $4.73M
7.8K $1.88M
EW
Edwards Lifesciences Corp

Healthcare
-7.9K
- 5.34%
$59.7 - $93.78 $472K - $741K
140K $9.24M
NVO
Novo Nordisk A S

Healthcare
-210
- 0.13%
$119.07 - $145.42 $25K - $30.5K
164K $19.5M
GOOG
Alphabet Inc.

Communication Services
-1.25K
- 0.93%
$149.54 - $192.66 $188K - $242K
133K $22.2M
CVX
Chevron Corp

Energy
-835
- 0.86%
$137.88 - $161.97 $115K - $135K
96.8K $14.3M
MCK
Mckesson Corp

Healthcare
-204
- 3.49%
$479.06 - $630.38 $97.7K - $129K
5.64K $2.79M
DIS
Walt Disney CO

Communication Services
-1.58K
- 1.23%
$85.6 - $98.61 $135K - $156K
127K $12.2M
QCOM
Qualcomm Inc

Technology
-58
- 0.36%
$156.12 - $209.64 $9.05K - $12.2K
15.9K $2.71M
SLB
Schlumberger Limited

Energy
-3.78K
- 7.01%
$39.57 - $49.67 $150K - $188K
50.1K $2.1M
BA
Boeing CO

Industrials
-219
- 2.47%
$152.04 - $190.6 $33.3K - $41.7K
8.63K $1.31M
VB
Vanguard Small Cap ETF

ETFs
-1.68K
- 26.9%
$214.77 - $237.72 $360K - $398K
4.55K $1.08M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.88K
- 39.47%
$75.32 - $84.37 $292K - $328K
5.96K $498K
ADSK
Autodesk, Inc.

Technology
-963
- 22.38%
$245.83 - $245.83 $237K - $237K
3.34K $820K
INTC
Intel Corp

Technology
-2.95K
- 13.54%
$18.9 - $34.87 $55.7K - $103K
18.8K $441K
WFC
Wells Fargo & Company

Financial Services
-1.06K
- 4.26%
$51.58 - $60.97 $54.7K - $64.7K
23.8K $1.35M
BP
Bp PLC

Energy
-1K
- 5.57%
$30.78 - $37.05 $30.8K - $37.1K
16.9K $531K
ROK
Rockwell Automation, Inc

Industrials
-50
- 0.38%
$248.27 - $294.37 $12.4K - $14.7K
13.1K $3.51M
ST
Sensata Technologies Holding PLC

Technology
-1.91K
- 10.12%
$34.15 - $42.3 $65.2K - $80.8K
17K $608K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-415
- 4.08%
$147.95 - $191.05 $61.4K - $79.3K
9.75K $1.69M
PEP
Pepsico Inc

Consumer Defensive
-2.41K
- 3.41%
$161.9 - $179.3 $390K - $431K
68.1K $11.6M
MDT
Medtronic PLC

Healthcare
-1.08K
- 24.37%
$76.84 - $91.03 $83.1K - $98.5K
3.36K $302K
UPS
United Parcel Service Inc

Industrials
-280
- 3.34%
$123.32 - $147.38 $34.5K - $41.3K
8.11K $1.11M
NOW
Service Now, Inc.

Technology
-112
- 20.51%
$730.87 - $937.36 $81.9K - $105K
434 $388K
CVS
Cvs Health Corp

Healthcare
-880
- 18.23%
$55.81 - $63.18 $49.1K - $55.6K
3.95K $247K
EMR
Emerson Electric CO

Industrials
-163
- 0.65%
$98.19 - $118.87 $16K - $19.4K
24.8K $2.71M
TSCO
Tractor Supply CO

Consumer Cyclical
-252
- 13.1%
$251.95 - $290.93 $63.5K - $73.3K
1.67K $486K
SU
Suncor Energy Inc

Energy
-380
- 6.08%
$36.06 - $41.7 $13.7K - $15.8K
5.87K $216K
AMGN
Amgen Inc

Healthcare
-170
- 4.49%
$309.38 - $337.38 $52.6K - $57.4K
3.61K $1.16M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-289
- 6.57%
$76.38 - $78.87 $22.1K - $22.8K
4.11K $323K
CAH
Cardinal Health Inc

Healthcare
-500
- 13.46%
$93.74 - $114.66 $46.9K - $57.3K
3.22K $355K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-100
- 1.73%
$100.09 - $100.69 $10K - $10.1K
5.67K $571K
Linde PLC Shs
-102
- 0.33%
N/A
30.5K $0
VUSB
Vanguard Bd Index Fds
-1.23K
- 4.57%
N/A
25.6K $0
Kenvue Inc Com
-265
- 1.55%
N/A
16.8K $0
Ge Healthcare Technologies Inc Common Stock
-253
- 4.92%
N/A
4.89K $0
Ge Vernova Inc Com
-207
- 5.44%
N/A
3.6K $0
Liberty Global LTD Com Cl C
-1.18K
- 8.18%
N/A
13.2K $0
SJM
J M Smucker CO

Consumer Defensive
-1.48K
- 9.23%
$109.12 - $122.4 $161K - $181K
14.5K $1.76M
TGT
Target Corp

Consumer Defensive
-53
- 1.86%
$133.47 - $159.25 $7.07K - $8.44K
2.8K $436K
BSBK
Bogota Financial Corp.

Financial Services
-1.2K
- 7.25%
$6.65 - $8.57 $7.98K - $10.3K
15.4K $127K
BRKL
Brookline Bancorp Inc

Financial Services
-1.96K
- 9.21%
$8.43 - $10.54 $16.6K - $20.7K
19.4K $195K
CME
Cme Group Inc.

Financial Services
-50
- 3.88%
$193.43 - $220.62 $9.67K - $11K
1.24K $273K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.27K
- 3.11%
$6.71 - $8.78 $8.54K - $11.2K
39.6K $326K
XLI
Industrial Sector Spdr

ETFs
-6
- 0.34%
$120.56 - $135.44 $723 - $813
1.75K $237K
ISRG
Intuitive Surgical Inc

Healthcare
-89
- 5.49%
$416.14 - $494.01 $37K - $44K
1.53K $752K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1
- 0.01%
$41.9 - $48.26 $41.9 - $48.3
9.63K $460K
TSLA
Tesla, Inc.

Consumer Cyclical
-344
- 17.11%
$191.76 - $263.26 $66K - $90.6K
1.67K $436K
ELS
Equity Lifestyle Properties Inc

Real Estate
-138
- 1.74%
$63.6 - $76.23 $8.78K - $10.5K
7.8K $556K
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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