Beese Fulmer Investment Management, Inc. Closed Holding Positions

Beese Fulmer Investment Management, Inc.

  • $1.14 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
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
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
47
$16.99 - $18.73 $799 - $880
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
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q3 2020 Filed on Oct 08, 2020
60
$168.36 - $204.13 $10.1K - $12.2K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q3 2020 Filed on Oct 08, 2020
0
N/A
EVRG
Evergy, Inc.

Utilities
Q3 2020 Filed on Oct 08, 2020
800
$49.12 - $64.83 $39.3K - $51.9K
Td Ameritrade Hldg Corp Com
Q3 2020 Filed on Oct 08, 2020
166
N/A
SRE
Sempra Energy

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

Technology
Q3 2020 Filed on Oct 08, 2020
700
$26.77 - $33.22 $18.7K - $23.3K
SPMD
Spdr Portfolio

ETFs
Q3 2020 Filed on Oct 08, 2020
4
$30.67 - $34.54 $123 - $138
LZB
La Z Boy Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
0
$26.3 - $33.62 $0 - $0
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
500
$41.93 - $54.79 $21K - $27.4K
GL
Globe Life Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
68
$70.19 - $85.76 $4.77K - $5.83K
PSCT
Invesco S&P Smallcap Informati

ETFs
Q3 2020 Filed on Oct 08, 2020
610
$82.99 - $95.06 $50.6K - $58K
RVSB
Riverview Bancorp Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
6,900
$3.82 - $5.31 $26.4K - $36.6K
IWS
Ishares Russell Midcap Value E

ETFs
Q3 2020 Filed on Oct 08, 2020
3,478
$74.79 - $85.06 $260K - $296K
NDSN
Nordson Corp

Industrials
Q3 2020 Filed on Oct 08, 2020
26
$181.18 - $206.97 $4.71K - $5.38K
SWK
Stanley Black & Decker, Inc.

Industrials
Q3 2020 Filed on Oct 08, 2020
45
$135.61 - $166.25 $6.1K - $7.48K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q3 2020 Filed on Oct 08, 2020
263
$37.26 - $43.03 $9.8K - $11.3K
TTEK
Tetra Tech Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
400
$75.56 - $96.21 $30.2K - $38.5K
CHX
Champion X Corp

Energy
Q3 2020 Filed on Oct 08, 2020
675
$7.97 - $11.25 $5.38K - $7.59K
Perspecta Inc Com
Q3 2020 Filed on Oct 08, 2020
85
N/A
GTX
Garrett Motion Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
20
$1.34 - $7.28 $26.8 - $146
ATHX
Athersys, Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
5,250
$1.91 - $3.08 $10K - $16.2K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q3 2020 Filed on Oct 08, 2020
202
$62.13 - $79.9 $12.6K - $16.1K
Envision Solar Intl Inc Com
Q3 2020 Filed on Oct 08, 2020
2,000
N/A
BYND
Beyond Meat, Inc.

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
55
$123.32 - $166.06 $6.78K - $9.13K
FCEL
Fuelcell Energy Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
2,000
$2.14 - $3.17 $4.28K - $6.34K
DTE
Dte Energy CO

Utilities
Q3 2020 Filed on Oct 08, 2020
204
$90.78 - $102.52 $18.5K - $20.9K
DXC
Dxc Technology CO

Technology
Q3 2020 Filed on Oct 08, 2020
308
$15.16 - $22.37 $4.67K - $6.89K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
2,330
$34.67 - $43.16 $80.8K - $101K
ALC
Alcon Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
36
$55.23 - $62.39 $1.99K - $2.25K
KKR
Kkr & Co. Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
872
$30.8 - $37.01 $26.9K - $32.3K
PROV
Provident Financial Holdings Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
100
$11.6 - $13.15 $1.16K - $1.32K
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
HRTX
Heron Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
1,742
$13.67 - $17.77 $23.8K - $31K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q3 2020 Filed on Oct 08, 2020
2,229
$50.91 - $60.77 $113K - $135K
Pb Bancorp Inc Com
Q2 2020 Filed on Jul 17, 2020
17,765
N/A
Entegra Finl Corp Com
Q1 2020 Filed on Apr 09, 2020
9,196
N/A
United Cmnty Finl Corp Ohio Com
Q1 2020 Filed on Apr 09, 2020
11,175
N/A
Ingersoll Rand PLC Shs
Q1 2020 Filed on Apr 09, 2020
13,766
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
EBAY
Ebay Inc

Consumer Cyclical
Q1 2020 Filed on Apr 09, 2020
57,859
$26.34 - $38.49 $1.52M - $2.23M
United Technologies Corp Com
Q1 2020 Filed on Apr 09, 2020
7,850
N/A
IROQ
If Bancorp, Inc.

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