Beese Fulmer Investment Management, Inc. Closed Holding Positions

Beese Fulmer Investment Management, Inc.

  • $1.14 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CNP
Centerpoint Energy Inc

Utilities
Q3 2020 Filed on Oct 08, 2020
2,400
$18.86 - $20.98 $45.3K - $50.4K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q3 2020 Filed on Oct 08, 2020
575
$18.17 - $18.95 $10.4K - $10.9K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
25
$133.75 - $162.85 $3.34K - $4.07K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q3 2020 Filed on Oct 08, 2020
162
$82.25 - $93.63 $13.3K - $15.2K
NVT
N Vent Electric PLC

Industrials
Q3 2020 Filed on Oct 08, 2020
526
$17.11 - $19.84 $9K - $10.4K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
300
$47.12 - $71.95 $14.1K - $21.6K
FFNW
First Financial Northwest, Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
6,255
$8.75 - $10.05 $54.7K - $62.9K
LH
Laboratory Corp Of America Holdings

Healthcare
Q3 2020 Filed on Oct 08, 2020
70
$167.03 - $201.3 $11.7K - $14.1K
CI
Cigna Corp

Healthcare
Q3 2020 Filed on Oct 08, 2020
109
$160.5 - $190.5 $17.5K - $20.8K
APH
Amphenol Corp

Technology
Q3 2020 Filed on Oct 08, 2020
210
$47.23 - $56.48 $9.92K - $11.9K
HPS
John Hancock Preferred Income Fund Iii

Financial Services
Q3 2020 Filed on Oct 08, 2020
334
$15.72 - $16.98 $5.25K - $5.67K
SGMO
Sangamo Therapeutics, Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
1,000
$9.38 - $12.48 $9.38K - $12.5K
BK
Bank Of New York Mellon Corp

Financial Services
Q3 2020 Filed on Oct 08, 2020
3,040
$33.14 - $38.97 $101K - $118K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q3 2020 Filed on Oct 08, 2020
81
$49.44 - $54.86 $4K - $4.44K
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
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
OXY
Occidental Petroleum Corp

Energy
Q3 2020 Filed on Oct 08, 2020
287
$9.99 - $18.18 $2.87K - $5.22K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q3 2020 Filed on Oct 08, 2020
315
$32.1 - $35.99 $10.1K - $11.3K
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
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
404
$79.74 - $102.94 $32.2K - $41.6K
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
ALL
Allstate Corp

Financial Services
Q3 2020 Filed on Oct 08, 2020
400
$85.82 - $97.25 $34.3K - $38.9K
BIIB
Biogen Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
20
$264.77 - $305.71 $5.3K - $6.11K
LBTYA
Liberty Global PLC

Communication Services
Q3 2020 Filed on Oct 08, 2020
7,640
$20.47 - $23.96 $156K - $183K
Livongo Health Inc Com
Q3 2020 Filed on Oct 08, 2020
150
N/A
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
ELV
Elevance Health, Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
34
$245.73 - $284.63 $8.35K - $9.68K
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
BHP
Bhp Group LTD

Basic Materials
Q3 2020 Filed on Oct 08, 2020
100
$44.11 - $51.72 $4.41K - $5.17K
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
HPE
Hewlett Packard Enterprise CO

Technology
Q3 2020 Filed on Oct 08, 2020
4,300
$8.98 - $10.21 $38.6K - $43.9K
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