Beese Fulmer Investment Management, Inc. Closed Holding Positions

Beese Fulmer Investment Management, Inc.

  • $1.3 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
DHR
Danaher Corp

Healthcare
Q3 2020 Filed on Oct 08, 2020
19
$177.16 - $215.33 $3.37K - $4.09K
KSS
Kohls Corp

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
200
$18.41 - $23.82 $3.68K - $4.76K
OGS
One Gas, Inc.

Utilities
Q3 2020 Filed on Oct 08, 2020
300
$66.55 - $79.04 $20K - $23.7K
OTIS
Otis Worldwide Corp

Industrials
Q3 2020 Filed on Oct 08, 2020
3,672
$55.78 - $65.34 $205K - $240K
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
1,000
$7.73 - $14.98 $7.73K - $15K
LSBK
Lake Shore Bancorp, Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
5,781
$10.6 - $13.6 $61.3K - $78.6K
ENS
Ener Sys

Industrials
Q3 2020 Filed on Oct 08, 2020
100
$60.92 - $77.06 $6.09K - $7.71K
HPQ
Hp Inc

Technology
Q3 2020 Filed on Oct 08, 2020
3,500
$16.41 - $19.85 $57.4K - $69.5K
Iac Interactivecorp Com
Q3 2020 Filed on Oct 08, 2020
42
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q3 2020 Filed on Oct 08, 2020
200
$134.22 - $139.15 $26.8K - $27.8K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q3 2020 Filed on Oct 08, 2020
600
$8.57 - $12.69 $5.14K - $7.61K
VCR
Vanguard Consumer Discretionar

ETFs
Q3 2020 Filed on Oct 08, 2020
93
$202.32 - $250.9 $18.8K - $23.3K
CPRI
Capri Holdings LTD

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
300
$14.01 - $21.89 $4.2K - $6.57K
THS
Tree House Foods, Inc.

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
208
$38.65 - $45.57 $8.04K - $9.48K
ETR
Entergy Corp

Utilities
Q3 2020 Filed on Oct 08, 2020
406
$94.83 - $105.7 $38.5K - $42.9K
VLY
Valley National Bancorp

Financial Services
Q3 2020 Filed on Oct 08, 2020
320
$6.6 - $8.33 $2.11K - $2.67K
UMPQ
Umpqua Holdings Corp

Financial Services
Q3 2020 Filed on Oct 08, 2020
1,330
$9.87 - $12.05 $13.1K - $16K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
397
$111.27 - $124.26 $44.2K - $49.3K
PODD
Insulet Corp

Healthcare
Q3 2020 Filed on Oct 08, 2020
100
$192.55 - $236.59 $19.3K - $23.7K
GSK
Gsk PLC

Healthcare
Q3 2020 Filed on Oct 08, 2020
837
$38.11 - $42.99 $31.9K - $36K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q3 2020 Filed on Oct 08, 2020
930
$54.07 - $55.05 $50.3K - $51.2K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
200
$20.57 - $31.41 $4.11K - $6.28K
EIX
Edison International

Utilities
Q3 2020 Filed on Oct 08, 2020
144
$49.3 - $56.71 $7.1K - $8.17K
ERIC
Ericsson Lm Telephone CO

Technology
Q3 2020 Filed on Oct 08, 2020
3,000
$9.29 - $12.01 $27.9K - $36K
PNM
Pnm Resources Inc

Utilities
Q3 2020 Filed on Oct 08, 2020
504
$37.87 - $44.98 $19.1K - $22.7K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q3 2020 Filed on Oct 08, 2020
177
$50.37 - $58.54 $8.92K - $10.4K
Eaton Vance Corp Com Non Vtg
Q3 2020 Filed on Oct 08, 2020
300
N/A
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q3 2020 Filed on Oct 08, 2020
300
$62.39 - $86.52 $18.7K - $26K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
162
$56.07 - $56.92 $9.08K - $9.22K
HOMB
Home Bancshares Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
1,318
$13.99 - $17.89 $18.4K - $23.6K
FNB
Fnb Corp

Financial Services
Q3 2020 Filed on Oct 08, 2020
217
$6.45 - $8.19 $1.4K - $1.78K
DAR
Darling Ingredients Inc.

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
276
$23.25 - $36.03 $6.42K - $9.94K
Alexion Pharmaceuticals Inc Com
Q3 2020 Filed on Oct 08, 2020
68
N/A
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q3 2020 Filed on Oct 08, 2020
973
$63.77 - $69.44 $62K - $67.6K
Old Point Finl Corp Com
Q3 2020 Filed on Oct 08, 2020
5,990
N/A
BLK
Black Rock Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
22
$535.05 - $608.0 $11.8K - $13.4K
LITE
Lumentum Holdings Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
200
$70.25 - $95.56 $14.1K - $19.1K
ETSY
Etsy Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
500
$101.59 - $135.52 $50.8K - $67.8K
EVR
Evercore Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
29
$53.7 - $66.35 $1.56K - $1.92K
PACW
Pacwest Bancorp

Financial Services
Q3 2020 Filed on Oct 08, 2020
0
$15.97 - $20.59 $0 - $0
LNC
Lincoln National Corp

Financial Services
Q3 2020 Filed on Oct 08, 2020
1,952
$30.14 - $39.81 $58.8K - $77.7K
TRV
Travelers Companies, Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
65
$107.44 - $122.24 $6.98K - $7.95K
TROW
Price T Rowe Group Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
132
$122.51 - $141.14 $16.2K - $18.6K
C
Citigroup Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
1,493
$41.85 - $53.76 $62.5K - $80.3K
O
Realty Income Corp

Real Estate
Q3 2020 Filed on Oct 08, 2020
200
$55.07 - $63.77 $11K - $12.8K
GOLD
Barrick Gold Corp

Basic Materials
Q3 2020 Filed on Oct 08, 2020
450
$26.13 - $30.46 $11.8K - $13.7K
LUV
Southwest Airlines CO

Industrials
Q3 2020 Filed on Oct 08, 2020
970
$30.89 - $42.1 $30K - $40.8K
BB
Blackberry LTD

Technology
Q3 2020 Filed on Oct 08, 2020
1,235
$4.58 - $5.58 $5.66K - $6.89K
CHEK
Check Cap LTD

Healthcare
Q3 2020 Filed on Oct 08, 2020
1,085
$0.32 - $0.8 $347 - $868
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