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
EXC
Exelon Corp

Utilities
Q3 2020 Filed on Oct 08, 2020
2,099
$24.59 - $28.1 $51.6K - $59K
REZI
Resideo Technologies, Inc.

Industrials
Q3 2020 Filed on Oct 08, 2020
41
$10.04 - $14.2 $412 - $582
PRU
Prudential Financial Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
608
$58.03 - $70.74 $35.3K - $43K
FTV
Fortive Corp

Technology
Q3 2020 Filed on Oct 08, 2020
125
$56.28 - $64.96 $7.04K - $8.12K
ASH
Ashland Global Holdings Inc

Basic Materials
Q3 2020 Filed on Oct 08, 2020
300
$67.37 - $79.65 $20.2K - $23.9K
PEBK
Peoples Bancorp Of North Carolina Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
3,650
$15.41 - $17.7 $56.2K - $64.6K
FISV
Fiserv Inc

Technology
Q3 2020 Filed on Oct 08, 2020
349
$93.06 - $104.07 $32.5K - $36.3K
CHX
Champion X Corp

Energy
Q3 2020 Filed on Oct 08, 2020
675
$7.97 - $11.25 $5.38K - $7.59K
UGI
Ugi Corp

Utilities
Q3 2020 Filed on Oct 08, 2020
1,200
$29.87 - $35.56 $35.8K - $42.7K
PEBO
Peoples Bancorp Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
741
$18.43 - $22.61 $13.7K - $16.8K
SBAC
Sba Communications Corp

Real Estate
Q3 2020 Filed on Oct 08, 2020
10
$291.56 - $323.35 $2.92K - $3.23K
SYY
Sysco Corp

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
1,035
$50.98 - $68.4 $52.8K - $70.8K
B
Barnes Group Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
534
$34.02 - $42.25 $18.2K - $22.6K
YUM
Yum Brands Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
194
$86.38 - $97.98 $16.8K - $19K
VFC
V F Corp

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
1,865
$57.93 - $76.44 $108K - $143K
ACB
Aurora Cannabis Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
16
$4.65 - $12.87 $74.4 - $206
CRON
Cronos Group Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
200
$4.96 - $7.08 $992 - $1.42K
FCOM
Fidelity Covington Tr Msci Com

ETFs
Q3 2020 Filed on Oct 08, 2020
885
$36.02 - $42.13 $31.9K - $37.3K
TM
Toyota Motor Corp

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
150
$119.34 - $136.44 $17.9K - $20.5K
SPG
Simon Property Group Inc

Real Estate
Q3 2020 Filed on Oct 08, 2020
350
$60.42 - $74.12 $21.1K - $25.9K
VVV
Valvoline Inc

Energy
Q3 2020 Filed on Oct 08, 2020
823
$19.0 - $21.92 $15.6K - $18K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q3 2020 Filed on Oct 08, 2020
550
$82.47 - $99.96 $45.4K - $55K
MRO
Marathon Oil Corp

Energy
Q3 2020 Filed on Oct 08, 2020
140
$4.09 - $6.12 $573 - $857
ASIX
Advan Six Inc.

Basic Materials
Q3 2020 Filed on Oct 08, 2020
2
$10.44 - $14.11 $20.9 - $28.2
AGZ
Ishares Agency Bond ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
40
$120.69 - $121.83 $4.83K - $4.87K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q3 2020 Filed on Oct 08, 2020
70
$17.1 - $19.19 $1.2K - $1.34K
Bank Comm Hldgs Com
Q3 2020 Filed on Oct 08, 2020
1,236
N/A
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q3 2020 Filed on Oct 08, 2020
150
$50.19 - $54.1 $7.53K - $8.12K
PSCT
Invesco S&P Smallcap Informati

ETFs
Q3 2020 Filed on Oct 08, 2020
610
$82.99 - $95.06 $50.6K - $58K
GL
Globe Life Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
68
$70.19 - $85.76 $4.77K - $5.83K
PMO
Putnam Municipal Opportunities Trust

Financial Services
Q3 2020 Filed on Oct 08, 2020
0
$12.71 - $13.83 $0 - $0
SRE
Sempra Energy

Utilities
Q3 2020 Filed on Oct 08, 2020
100
$114.5 - $134.66 $11.5K - $13.5K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
20
$1.34 - $7.28 $26.8 - $146
DXC
Dxc Technology CO

Technology
Q3 2020 Filed on Oct 08, 2020
308
$15.16 - $22.37 $4.67K - $6.89K
ATHX
Athersys, Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
5,250
$1.91 - $3.08 $10K - $16.2K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q3 2020 Filed on Oct 08, 2020
0
N/A
AA
Alcoa Corp

Basic Materials
Q3 2020 Filed on Oct 08, 2020
1,000
$10.52 - $15.57 $10.5K - $15.6K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q3 2020 Filed on Oct 08, 2020
14
$318.46 - $358.67 $4.46K - $5.02K
Klx Energy Servics Holdngs Inc Com
Q3 2020 Filed on Oct 08, 2020
44
N/A
Unilever N V N Y Shs New
Q3 2020 Filed on Oct 08, 2020
105
N/A
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q3 2020 Filed on Oct 08, 2020
60
$168.36 - $204.13 $10.1K - $12.2K
PMM
Putnam Managed Municipal Income Trust

Financial Services
Q3 2020 Filed on Oct 08, 2020
0
$7.31 - $7.97 $0 - $0
BHP
Bhp Group LTD

Basic Materials
Q3 2020 Filed on Oct 08, 2020
100
$44.11 - $51.72 $4.41K - $5.17K
NDSN
Nordson Corp

Industrials
Q3 2020 Filed on Oct 08, 2020
26
$181.18 - $206.97 $4.71K - $5.38K
KPTI
Karyopharm Therapeutics Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
650
$14.14 - $19.71 $9.19K - $12.8K
TXT
Textron Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
688
$30.13 - $40.61 $20.7K - $27.9K
Marvell Technology Group LTD Ord
Q3 2020 Filed on Oct 08, 2020
80
N/A
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q3 2020 Filed on Oct 08, 2020
263
$37.26 - $43.03 $9.8K - $11.3K
RVSB
Riverview Bancorp Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
6,900
$3.82 - $5.31 $26.4K - $36.6K
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