Beese Fulmer Investment Management, Inc. Closed Holding Positions

Beese Fulmer Investment Management, Inc.

  • $1.13 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
NWSA
News Corp

Communication Services
Q3 2020 Filed on Oct 08, 2020
5,232
$11.73 - $15.64 $61.4K - $81.8K
NWS
News Corp New Cl B Com Stk (De

Communication Services
Q3 2020 Filed on Oct 08, 2020
2,958
$11.73 - $15.48 $34.7K - $45.8K
LENB
Lennar Corporation Cl B
Q3 2020 Filed on Oct 08, 2020
15
N/A
Syntax Stratified Largecap ETF
Q3 2020 Filed on Oct 08, 2020
30
N/A
COTY
Coty Inc.

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
2,658
$2.65 - $4.45 $7.04K - $11.8K
BNDX
Vanguard Total International B

ETFs
Q3 2020 Filed on Oct 08, 2020
652
$57.55 - $58.32 $37.5K - $38K
JWN
Nordstrom Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
300
$11.79 - $17.13 $3.54K - $5.14K
DFS
Discover Financial Services

Financial Services
Q3 2020 Filed on Oct 08, 2020
760
$46.45 - $59.54 $35.3K - $45.3K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q3 2020 Filed on Oct 08, 2020
541
$93.08 - $94.37 $50.4K - $51.1K
Xilinx Inc Com
Q3 2020 Filed on Oct 08, 2020
100
N/A
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
Q3 2020 Filed on Oct 08, 2020
168
$8.93 - $9.77 $1.5K - $1.64K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q3 2020 Filed on Oct 08, 2020
125
$133.35 - $134.1 $16.7K - $16.8K
American River Bankshares Com
Q3 2020 Filed on Oct 08, 2020
5,700
N/A
Mackinac Finl Corp Com
Q3 2020 Filed on Oct 08, 2020
6,400
N/A
FOX
Fox Corp Cl B (De)

Communication Services
Q3 2020 Filed on Oct 08, 2020
1,096
$24.46 - $29.46 $26.8K - $32.3K
DOW
Dow Inc.

Basic Materials
Q3 2020 Filed on Oct 08, 2020
2,209
$39.44 - $51.07 $87.1K - $113K
ATI
Allegheny Technologies Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
5,529
$8.28 - $10.81 $45.8K - $59.8K
Cerner Corp Com
Q3 2020 Filed on Oct 08, 2020
50
N/A
FAST
Fastenal CO

Industrials
Q3 2020 Filed on Oct 08, 2020
112
$43.01 - $49.67 $4.82K - $5.56K
WEN
Wendy'S CO

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
1,000
$20.66 - $23.82 $20.7K - $23.8K
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
315
$165.52 - $200.94 $52.1K - $63.3K
GVI
Ishares Tr

ETFs
Q3 2020 Filed on Oct 08, 2020
1,255
$117.54 - $118.35 $148K - $149K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q3 2020 Filed on Oct 08, 2020
330
$55.44 - $62.69 $18.3K - $20.7K
Blackrock Fla Mun 2020 Term Tr Com Shs
Q3 2020 Filed on Oct 08, 2020
2,000
N/A
BWFG
Bankwell Financial Group, Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
3,626
$14.15 - $16.1 $51.3K - $58.4K
FWONK
Liberty Media Corp

Communication Services
Q3 2020 Filed on Oct 08, 2020
1,417
$32.5 - $40.25 $46.1K - $57K
NEP
Nextera Energy Partners, LP

Utilities
Q3 2020 Filed on Oct 08, 2020
1,010
$52.52 - $63.55 $53K - $64.2K
TRP
Tc Energy Corp

Energy
Q3 2020 Filed on Oct 08, 2020
1,150
$41.16 - $49.55 $47.3K - $57K
CNI
Canadian National Railway CO

Industrials
Q3 2020 Filed on Oct 08, 2020
100
$88.08 - $108.08 $8.81K - $10.8K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
Q3 2020 Filed on Oct 08, 2020
334
$5.17 - $5.56 $1.73K - $1.86K
CFG
Citizens Financial Group Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
950
$22.73 - $27.99 $21.6K - $26.6K
PB
Prosperity Bancshares Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
443
$49.26 - $58.76 $21.8K - $26K
CDK
Cdk Global, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
115
$40.33 - $47.68 $4.64K - $5.48K
MTX
Minerals Technologies Inc

Basic Materials
Q3 2020 Filed on Oct 08, 2020
800
$43.11 - $53.34 $34.5K - $42.7K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
2,450
$53.73 - $58.21 $132K - $143K
DAL
Delta Air Lines, Inc.

Industrials
Q3 2020 Filed on Oct 08, 2020
425
$24.94 - $34.57 $10.6K - $14.7K
California Res Corp Com New
Q3 2020 Filed on Oct 08, 2020
12
N/A
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
8
$98.16 - $138.68 $785 - $1.11K
AMED
Amedisys Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
100
$199.22 - $248.1 $19.9K - $24.8K
LBRDA
Liberty Broadband Corp

Communication Services
Q3 2020 Filed on Oct 08, 2020
791
$123.58 - $143.33 $97.8K - $113K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q3 2020 Filed on Oct 08, 2020
97
$111.25 - $117.53 $10.8K - $11.4K
KEYS
Keysight Technologies, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
20
$90.69 - $104.0 $1.81K - $2.08K
BEN
Franklin Resources Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
900
$19.27 - $22.67 $17.3K - $20.4K
VPU
Vanguard Utilities ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
128
$124.0 - $134.49 $15.9K - $17.2K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
140
$55.58 - $65.71 $7.78K - $9.2K
DHR
Danaher Corp

Healthcare
Q3 2020 Filed on Oct 08, 2020
19
$177.16 - $215.33 $3.37K - $4.09K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q3 2020 Filed on Oct 08, 2020
310
$60.3 - $61.57 $18.7K - $19.1K
IP
International Paper CO

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
59
$31.35 - $40.62 $1.85K - $2.4K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q3 2020 Filed on Oct 08, 2020
218
$93.59 - $106.12 $20.4K - $23.1K
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