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
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
MSI
Motorola Solutions, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
33
$128.42 - $158.18 $4.24K - $5.22K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
300
$70.69 - $91.55 $21.2K - $27.5K
EPP
Ishares Inc

ETFs
Q3 2020 Filed on Oct 08, 2020
1,750
$40.07 - $42.95 $70.1K - $75.2K
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
ASH
Ashland Global Holdings Inc

Basic Materials
Q3 2020 Filed on Oct 08, 2020
300
$67.37 - $79.65 $20.2K - $23.9K
L Brands Inc Com
Q3 2020 Filed on Oct 08, 2020
75
N/A
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
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
IEFA
Ishares Tr

ETFs
Q3 2020 Filed on Oct 08, 2020
1,500
$57.43 - $62.28 $86.1K - $93.4K
PRU
Prudential Financial Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
608
$58.03 - $70.74 $35.3K - $43K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
25
$255.65 - $303.1 $6.39K - $7.58K
Clearbridge Mlp And Midstrm Fd Com
Q3 2020 Filed on Oct 08, 2020
7,800
N/A
FCOM
Fidelity Covington Tr Msci Com

ETFs
Q3 2020 Filed on Oct 08, 2020
885
$36.02 - $42.13 $31.9K - $37.3K
IVE
Ishares S&P 500 Value ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
371
$106.77 - $118.22 $39.6K - $43.9K
CRON
Cronos Group Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
200
$4.96 - $7.08 $992 - $1.42K
ACB
Aurora Cannabis Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
16
$4.65 - $12.87 $74.4 - $206
VFC
V F Corp

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
1,865
$57.93 - $76.44 $108K - $143K
B
Barnes Group Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
534
$34.02 - $42.25 $18.2K - $22.6K
SYY
Sysco Corp

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
1,035
$50.98 - $68.4 $52.8K - $70.8K
OKE
Oneok Inc

Energy
Q3 2020 Filed on Oct 08, 2020
1,200
$24.48 - $32.18 $29.4K - $38.6K
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
AGNC
Agnc Investment Corp.

Real Estate
Q3 2020 Filed on Oct 08, 2020
1,155
$12.67 - $14.61 $14.6K - $16.9K
Marvell Technology Group LTD Ord
Q3 2020 Filed on Oct 08, 2020
80
N/A
TXT
Textron Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
688
$30.13 - $40.61 $20.7K - $27.9K
AGZ
Ishares Agency Bond ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
40
$120.69 - $121.83 $4.83K - $4.87K
ASIX
Advan Six Inc.

Basic Materials
Q3 2020 Filed on Oct 08, 2020
2
$10.44 - $14.11 $20.9 - $28.2
MRO
Marathon Oil Corp

Energy
Q3 2020 Filed on Oct 08, 2020
140
$4.09 - $6.12 $573 - $857
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q3 2020 Filed on Oct 08, 2020
550
$82.47 - $99.96 $45.4K - $55K
YUM
Yum Brands Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
194
$86.38 - $97.98 $16.8K - $19K
SBAC
Sba Communications Corp

Real Estate
Q3 2020 Filed on Oct 08, 2020
10
$291.56 - $323.35 $2.92K - $3.23K
PEBO
Peoples Bancorp Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
741
$18.43 - $22.61 $13.7K - $16.8K
LHCG
Lhc Group, Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
115
$174.26 - $213.08 $20K - $24.5K
Klx Energy Servics Holdngs Inc Com
Q3 2020 Filed on Oct 08, 2020
44
N/A
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
AA
Alcoa Corp

Basic Materials
Q3 2020 Filed on Oct 08, 2020
1,000
$10.52 - $15.57 $10.5K - $15.6K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q3 2020 Filed on Oct 08, 2020
0
N/A
ATHX
Athersys, Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
5,250
$1.91 - $3.08 $10K - $16.2K
DXC
Dxc Technology CO

Technology
Q3 2020 Filed on Oct 08, 2020
308
$15.16 - $22.37 $4.67K - $6.89K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
20
$1.34 - $7.28 $26.8 - $146
SRE
Sempra Energy

Utilities
Q3 2020 Filed on Oct 08, 2020
100
$114.5 - $134.66 $11.5K - $13.5K
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
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