Beese Fulmer Investment Management’s BP BP Stock Holding History

Beese Fulmer Investment Management’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$416K	Sell	13,899 -1,104	-7%	-$33K	0.03%	200
2025 Q1	$507K	Sell	15,003 -935	-6%	-$31.6K	0.04%	151
2024 Q4	$471K	Sell	15,938 -1,000	-6%	-$29.6K	0.04%	153
2024 Q3	$532K	Sell	16,938 -1,000	-6%	-$31.4K	0.05%	151
2024 Q2	$648K	Sell	17,938 -500	-3%	-$18.1K	0.06%	135
2024 Q1	$695K	Sell	18,438 -1,000	-5%	-$37.7K	0.07%	131
2023 Q4	$688K	Hold	19,438	–	–	0.07%	129
2023 Q3	$753K	Sell	19,438 -10,600	-35%	-$410K	0.08%	126
2023 Q2	$1.06M	Hold	30,038	–	–	0.11%	113
2023 Q1	$1.14M	Hold	30,038	–	–	0.13%	111
2022 Q4	$1.05M	Buy	30,038 +1,700	+6%	+$59.4K	0.13%	119
2022 Q3	$809K	Sell	28,338 -700	-2%	-$20K	0.11%	122
2022 Q2	$823K	Buy	29,038 +16,000	+123%	+$453K	0.11%	124
2022 Q1	$383K	Hold	13,038	–	–	0.04%	167
2021 Q4	$347K	Buy	13,038 +1,500	+13%	+$39.9K	0.04%	180
2021 Q3	$315K	Hold	11,538	–	–	0.04%	185
2021 Q2	$305K	Sell	11,538 -270	-2%	-$7.14K	0.03%	178
2021 Q1	$288K	Hold	11,808	–	–	0.03%	179
2020 Q4	$242K	Buy	11,808 +935	+9%	+$19.2K	0.03%	181
2020 Q3	$190K	Sell	10,873 -200	-2%	-$3.5K	0.03%	180
2020 Q2	$258K	Sell	11,073 -1,720	-13%	-$40.1K	0.04%	163
2020 Q1	$312K	Sell	12,793 -83	-0.6%	-$2.02K	0.06%	141
2019 Q4	$486K	Hold	12,876	–	–	0.07%	135
2019 Q3	$489K	Buy	12,876 +2,571	+25%	+$97.6K	0.07%	131
2019 Q2	$423K	Buy	10,305 +468	+5%	+$19.2K	0.08%	118
2019 Q1	$423K	Sell	9,837 -2,151	-18%	-$92.5K	0.08%	114
2018 Q4	$441K	Sell	11,988 -181	-1%	-$6.66K	0.1%	111
2018 Q3	$536K	Sell	12,169 -352	-3%	-$15.5K	0.11%	110
2018 Q2	$538K	Sell	12,521 -252	-2%	-$10.8K	0.11%	108
2018 Q1	$481K	Sell	12,773 -192	-1%	-$7.23K	0.11%	112
2017 Q4	$499K	Sell	12,965 -195	-1%	-$7.51K	0.11%	113
2017 Q3	$456K	Sell	13,160 -627	-5%	-$21.7K	0.1%	114
2017 Q2	$424K	Buy	13,787 +177	+1%	+$5.44K	0.1%	113
2017 Q1	$410K	Sell	13,610 -243	-2%	-$7.32K	0.1%	115
2016 Q4	$443K	Sell	13,853 -252	-2%	-$8.06K	0.11%	111
2016 Q3	$417K	Buy	14,105 +321	+2%	+$9.49K	0.11%	112
2016 Q2	$412K	Hold	13,784	–	–	0.12%	109
2016 Q1	$350K	Hold	13,784	–	–	0.1%	117
2015 Q4	$363K	Hold	13,784	–	–	0.11%	113
2015 Q3	$354K	Buy	13,784 +238	+2%	+$6.11K	0.12%	113
2015 Q2	$455K	Sell	13,546 -191	-1%	-$6.42K	0.15%	99
2015 Q1	$446K	Sell	13,737 -100	-0.7%	-$3.25K	0.15%	95
2014 Q4	$438K	Sell	13,837 -199	-1%	-$6.3K	0.14%	105
2014 Q3	$505K	Hold	14,036	–	–	0.16%	102
2014 Q2	$606K	Hold	14,036	–	–	0.2%	98
2014 Q1	$552K	Hold	14,036	–	–	0.19%	97
2013 Q4	$558K	Hold	14,036	–	–	0.2%	96
2013 Q3	$483K	Hold	14,036	–	–	0.19%	98
2013 Q2	$479K	Buy	+14,036	New	+$479K	0.21%	96