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
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
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
RYN
Rayonier Inc

Real Estate
Q3 2020 Filed on Oct 08, 2020
575
$24.49 - $30.1 $14.1K - $17.3K
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
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q3 2020 Filed on Oct 08, 2020
160
$27.73 - $30.19 $4.44K - $4.83K
BIDU
Baidu, Inc.

Communication Services
Q3 2020 Filed on Oct 08, 2020
200
$115.69 - $132.93 $23.1K - $26.6K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
Q3 2020 Filed on Oct 08, 2020
1,298
$7.52 - $10.47 $9.76K - $13.6K
TDOC
Teladoc Health, Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
50
$183.75 - $249.42 $9.19K - $12.5K
SAP
Sap Se

Technology
Q3 2020 Filed on Oct 08, 2020
300
$140.08 - $169.02 $42K - $50.7K
BNS
Bank Of Nova Scotia

Financial Services
Q3 2020 Filed on Oct 08, 2020
1,500
$39.85 - $44.28 $59.8K - $66.4K
CC
Chemours CO

Basic Materials
Q3 2020 Filed on Oct 08, 2020
450
$14.4 - $22.33 $6.48K - $10K
GOLD
Barrick Gold Corp

Basic Materials
Q3 2020 Filed on Oct 08, 2020
450
$26.13 - $30.46 $11.8K - $13.7K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
Q3 2020 Filed on Oct 08, 2020
0
$7.14 - $7.65 $0 - $0
RF
Regions Financial Corp

Financial Services
Q3 2020 Filed on Oct 08, 2020
213
$9.83 - $12.09 $2.09K - $2.58K
SJT
San Juan Basin Royalty Trust

Energy
Q3 2020 Filed on Oct 08, 2020
4,000
$2.18 - $3.02 $8.72K - $12.1K
RDS-A
Shell PLC

Energy
Q3 2020 Filed on Oct 08, 2020
3,248
$23.93 - $31.98 $77.7K - $104K
DOV
Dover Corp

Industrials
Q3 2020 Filed on Oct 08, 2020
2,125
$94.86 - $115.38 $202K - $245K
FIBK
First Interstate Bancsystem Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
2,643
$27.37 - $33.24 $72.3K - $87.9K
INTU
Intuit Inc

Technology
Q3 2020 Filed on Oct 08, 2020
44
$285.37 - $354.18 $12.6K - $15.6K
FNWB
First Northwest Bancorp

Financial Services
Q3 2020 Filed on Oct 08, 2020
6,076
$9.56 - $12.45 $58.1K - $75.6K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2020 Filed on Oct 08, 2020
175
$50.71 - $55.18 $8.87K - $9.66K
Southern Natl Bancorp Of Va In Com
Q3 2020 Filed on Oct 08, 2020
3,900
N/A
FUN
Cedar Fair L P

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
3,780
$23.59 - $31.45 $89.2K - $119K
SLV
I Shares Silver Trust

ETFs
Q3 2020 Filed on Oct 08, 2020
1,000
$16.71 - $27.0 $16.7K - $27K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
353
$191.29 - $240.51 $67.5K - $84.9K
Invesco Bulletshares 2020 High Yield Corporate Bond ETF
Q3 2020 Filed on Oct 08, 2020
7,320
N/A
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
62
$15.48 - $25.94 $960 - $1.61K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q3 2020 Filed on Oct 08, 2020
60
$32.09 - $36.38 $1.93K - $2.18K
AGEN
Agenus Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
1,100
$2.98 - $5.2 $3.28K - $5.72K
PFG
Principal Financial Group Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
200
$37.79 - $46.18 $7.56K - $9.24K
Peoples United Financial Inc Com
Q3 2020 Filed on Oct 08, 2020
6,276
N/A
GLW
Corning Inc

Technology
Q3 2020 Filed on Oct 08, 2020
1,750
$25.66 - $33.7 $44.9K - $59K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
739
$19.5 - $25.98 $14.4K - $19.2K
STNG
Scorpio Tankers Inc.

Energy
Q3 2020 Filed on Oct 08, 2020
560
$10.72 - $13.9 $6K - $7.78K
Fiduciary Claymore Engry Infra Com
Q3 2020 Filed on Oct 08, 2020
8,600
N/A
Polyone Corp Com
Q3 2020 Filed on Oct 08, 2020
5,000
N/A
DXCM
Dexcom Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
145
$95.51 - $112.95 $13.8K - $16.4K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
675
$21.34 - $22.09 $14.4K - $14.9K
CI
Cigna Corp

Healthcare
Q3 2020 Filed on Oct 08, 2020
109
$160.5 - $190.5 $17.5K - $20.8K
Hertz Global Hldgs Inc Com
Q3 2020 Filed on Oct 08, 2020
400
N/A
LEN
Lennar Corp

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
800
$59.78 - $81.68 $47.8K - $65.3K
CNP
Centerpoint Energy Inc

Utilities
Q3 2020 Filed on Oct 08, 2020
2,400
$18.86 - $20.98 $45.3K - $50.4K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
47
$16.99 - $18.73 $799 - $880
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q3 2020 Filed on Oct 08, 2020
575
$18.17 - $18.95 $10.4K - $10.9K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
25
$133.75 - $162.85 $3.34K - $4.07K
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