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
VVV
Valvoline Inc

Energy
Q3 2020 Filed on Oct 08, 2020
823
$19.0 - $21.92 $15.6K - $18K
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
KPTI
Karyopharm Therapeutics Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
650
$14.14 - $19.71 $9.19K - $12.8K
NDSN
Nordson Corp

Industrials
Q3 2020 Filed on Oct 08, 2020
26
$181.18 - $206.97 $4.71K - $5.38K
UGI
Ugi Corp

Utilities
Q3 2020 Filed on Oct 08, 2020
1,200
$29.87 - $35.56 $35.8K - $42.7K
PMM
Putnam Managed Municipal Income Trust

Financial Services
Q3 2020 Filed on Oct 08, 2020
0
$7.31 - $7.97 $0 - $0
PMO
Putnam Municipal Opportunities Trust

Financial Services
Q3 2020 Filed on Oct 08, 2020
0
$12.71 - $13.83 $0 - $0
LZB
La Z Boy Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
0
$26.3 - $33.62 $0 - $0
TTEK
Tetra Tech Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
400
$75.56 - $96.21 $30.2K - $38.5K
ALC
Alcon Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
36
$55.23 - $62.39 $1.99K - $2.25K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
2,330
$34.67 - $43.16 $80.8K - $101K
PROV
Provident Financial Holdings Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
100
$11.6 - $13.15 $1.16K - $1.32K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q3 2020 Filed on Oct 08, 2020
263
$37.26 - $43.03 $9.8K - $11.3K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q3 2020 Filed on Oct 08, 2020
2,229
$50.91 - $60.77 $113K - $135K
CHX
Champion X Corp

Energy
Q3 2020 Filed on Oct 08, 2020
675
$7.97 - $11.25 $5.38K - $7.59K
SWK
Stanley Black & Decker, Inc.

Industrials
Q3 2020 Filed on Oct 08, 2020
45
$135.61 - $166.25 $6.1K - $7.48K
IWS
Ishares Russell Midcap Value E

ETFs
Q3 2020 Filed on Oct 08, 2020
3,478
$74.79 - $85.06 $260K - $296K
RVSB
Riverview Bancorp Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
6,900
$3.82 - $5.31 $26.4K - $36.6K
Perspecta Inc Com
Q3 2020 Filed on Oct 08, 2020
85
N/A
Td Ameritrade Hldg Corp Com
Q3 2020 Filed on Oct 08, 2020
166
N/A
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
500
$41.93 - $54.79 $21K - $27.4K
LYFT
Lyft, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
700
$26.77 - $33.22 $18.7K - $23.3K
DTE
Dte Energy CO

Utilities
Q3 2020 Filed on Oct 08, 2020
204
$90.78 - $102.52 $18.5K - $20.9K
SPMD
Spdr Portfolio

ETFs
Q3 2020 Filed on Oct 08, 2020
4
$30.67 - $34.54 $123 - $138
FCEL
Fuelcell Energy Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
2,000
$2.14 - $3.17 $4.28K - $6.34K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
55
$123.32 - $166.06 $6.78K - $9.13K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
271
$285.37 - $328.74 $77.3K - $89.1K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q3 2020 Filed on Oct 08, 2020
202
$62.13 - $79.9 $12.6K - $16.1K
DLR
Digital Realty Trust, Inc.

Real Estate
Q3 2020 Filed on Oct 08, 2020
400
$139.19 - $161.1 $55.7K - $64.4K
EVRG
Evergy, Inc.

Utilities
Q3 2020 Filed on Oct 08, 2020
800
$49.12 - $64.83 $39.3K - $51.9K
MTOR
Meritor, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
293
$18.22 - $25.5 $5.34K - $7.47K
LH
Laboratory Corp Of America Holdings

Healthcare
Q3 2020 Filed on Oct 08, 2020
70
$167.03 - $201.3 $11.7K - $14.1K
Envision Solar Intl Inc Com
Q3 2020 Filed on Oct 08, 2020
2,000
N/A
Pb Bancorp Inc Com
Q2 2020 Filed on Jul 17, 2020
17,765
N/A
United Technologies Corp Com
Q1 2020 Filed on Apr 09, 2020
7,850
N/A
EBAY
Ebay Inc

Consumer Cyclical
Q1 2020 Filed on Apr 09, 2020
57,859
$26.34 - $38.49 $1.52M - $2.23M
Entegra Finl Corp Com
Q1 2020 Filed on Apr 09, 2020
9,196
N/A
CTSH
Cognizant Technology Solutions Corp

Technology
Q1 2020 Filed on Apr 09, 2020
67,674
$41.61 - $71.42 $2.82M - $4.83M
Ingersoll Rand PLC Shs
Q1 2020 Filed on Apr 09, 2020
13,766
N/A
United Cmnty Finl Corp Ohio Com
Q1 2020 Filed on Apr 09, 2020
11,175
N/A
HBCP
Home Bancorp, Inc.

Financial Services
Q4 2019 Filed on Feb 05, 2020
5,517
$37.9 - $40.0 $209K - $221K
HMST
Home Street, Inc.

Financial Services
Q4 2019 Filed on Feb 05, 2020
9,300
$26.62 - $34.43 $248K - $320K
Melrose Bancorp Inc Com
Q4 2019 Filed on Feb 05, 2020
12,100
N/A
IROQ
If Bancorp, Inc.

Financial Services
Q4 2019 Filed on Feb 05, 2020
19,900
$20.6 - $24.05 $410K - $479K
KRNY
Kearny Financial Corp.

Financial Services
Q3 2019 Filed on Nov 01, 2019
17,746
$12.36 - $13.87 $219K - $246K
BCBP
Bcb Bancorp Inc

Financial Services
Q3 2019 Filed on Nov 01, 2019
11,900
$11.65 - $13.23 $139K - $157K
Hopfed Bancorp Inc Com
Q3 2019 Filed on Nov 01, 2019
19,799
N/A
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