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
HII
Huntington Ingalls Industries, Inc.

Industrials
Q3 2020 Filed on Oct 08, 2020
13
$137.83 - $180.95 $1.79K - $2.35K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
245
$171.09 - $196.59 $41.9K - $48.2K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
3,628
$6.16 - $11.55 $22.3K - $41.9K
Huttig Bldg Prods Inc Com
Q3 2020 Filed on Oct 08, 2020
5,000
N/A
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q3 2020 Filed on Oct 08, 2020
1,190
$58.56 - $58.96 $69.7K - $70.2K
HDV
Ishares Core High Dividend ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
340
$78.68 - $86.23 $26.8K - $29.3K
NEM
Newmont Corp

Basic Materials
Q3 2020 Filed on Oct 08, 2020
2,340
$59.54 - $70.37 $139K - $165K
DLR
Digital Realty Trust, Inc.

Real Estate
Q3 2020 Filed on Oct 08, 2020
400
$139.19 - $161.1 $55.7K - $64.4K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
Q3 2020 Filed on Oct 08, 2020
0
$7.14 - $7.65 $0 - $0
Livongo Health Inc Com
Q3 2020 Filed on Oct 08, 2020
150
N/A
VNM
Vaneck Vietnam ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
625
$13.7 - $15.2 $8.56K - $9.5K
VMW
Vmware, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
100
$134.48 - $153.1 $13.4K - $15.3K
HUBB
Hubbell Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
25
$122.96 - $149.01 $3.07K - $3.73K
JBHT
Hunt J B Transport Services Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
42
$117.65 - $142.8 $4.94K - $6K
STT
State Street Corp

Financial Services
Q3 2020 Filed on Oct 08, 2020
100
$57.68 - $71.18 $5.77K - $7.12K
Micro Focus Intl PLC Spon Adr New
Q3 2020 Filed on Oct 08, 2020
181
N/A
PARA
Paramount Global

Communication Services
Q3 2020 Filed on Oct 08, 2020
554
$22.1 - $30.68 $12.2K - $17K
AKAM
Akamai Technologies Inc

Technology
Q3 2020 Filed on Oct 08, 2020
41
$104.11 - $119.57 $4.27K - $4.9K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
47
$16.99 - $18.73 $799 - $880
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q3 2020 Filed on Oct 08, 2020
315
$32.1 - $35.99 $10.1K - $11.3K
ALL
Allstate Corp

Financial Services
Q3 2020 Filed on Oct 08, 2020
400
$85.82 - $97.25 $34.3K - $38.9K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q3 2020 Filed on Oct 08, 2020
855
$51.42 - $61.56 $44K - $52.6K
STWD
Starwood Property Trust, Inc.

Real Estate
Q3 2020 Filed on Oct 08, 2020
515
$13.33 - $16.42 $6.86K - $8.46K
Valaris PLC Shs Class A
Q3 2020 Filed on Oct 08, 2020
7,500
N/A
Ishares Comex Gold Trust
Q3 2020 Filed on Oct 08, 2020
2,000
N/A
BHF
Brighthouse Financial, Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
47
$25.33 - $32.43 $1.19K - $1.52K
Wyndham Destinations Inc Com
Q3 2020 Filed on Oct 08, 2020
700
N/A
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q3 2020 Filed on Oct 08, 2020
15
$56.6 - $70.58 $849 - $1.06K
Apache Corp Com
Q3 2020 Filed on Oct 08, 2020
1,975
N/A
LBTYA
Liberty Global PLC

Communication Services
Q3 2020 Filed on Oct 08, 2020
7,640
$20.47 - $23.96 $156K - $183K
BIIB
Biogen Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
20
$264.77 - $305.71 $5.3K - $6.11K
EQC
Equity Commonwealth

Real Estate
Q3 2020 Filed on Oct 08, 2020
300
$26.63 - $32.68 $7.99K - $9.8K
L Brands Inc Com
Q3 2020 Filed on Oct 08, 2020
75
N/A
MSI
Motorola Solutions, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
33
$128.42 - $158.18 $4.24K - $5.22K
HPE
Hewlett Packard Enterprise CO

Technology
Q3 2020 Filed on Oct 08, 2020
4,300
$8.98 - $10.21 $38.6K - $43.9K
NWBI
Northwest Bancshares, Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
2,050
$8.9 - $10.46 $18.2K - $21.4K
IGV
Ishares Expanded Tech Software

ETFs
Q3 2020 Filed on Oct 08, 2020
45
$283.85 - $334.52 $12.8K - $15.1K
PEY
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 08, 2020
8,503
$13.69 - $15.37 $116K - $131K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
Q3 2020 Filed on Oct 08, 2020
1,000
$13.55 - $15.08 $13.6K - $15.1K
BKI
Black Knight, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
300
$69.08 - $87.05 $20.7K - $26.1K
OXY
Occidental Petroleum Corp

Energy
Q3 2020 Filed on Oct 08, 2020
287
$9.99 - $18.18 $2.87K - $5.22K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
300
$70.69 - $91.55 $21.2K - $27.5K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
25
$255.65 - $303.1 $6.39K - $7.58K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
494
$81.54 - $99.26 $40.3K - $49K
EPP
Ishares Inc

ETFs
Q3 2020 Filed on Oct 08, 2020
1,750
$40.07 - $42.95 $70.1K - $75.2K
58 Com Inc Spon Adr Rep A
Q3 2020 Filed on Oct 08, 2020
124
N/A
Bristol Myers Squibb CO Contngnt Val Rt
Q3 2020 Filed on Oct 08, 2020
350
N/A
CMA
Comerica Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
51
$33.4 - $42.15 $1.7K - $2.15K
EWJ
Ishares Msci Japan ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
165
$54.33 - $59.58 $8.96K - $9.83K
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