Beese Fulmer Investment Management’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.8M | Sell |
13,919
-416
| -3% | -$203K | 0.51% | 52 |
|
|
2025
Q1 | $4.55M | Sell |
14,335
-423
| -3% | -$134K | 0.39% | 58 |
|
|
2024
Q4 | $5.24M | Sell |
14,758
-128
| -0.9% | -$45.4K | 0.45% | 57 |
|
|
2024
Q3 | $4.89M | Sell |
14,886
-66
| -0.4% | -$21.7K | 0.42% | 60 |
|
|
2024
Q2 | $4.05M | Sell |
14,952
-151
| -1% | -$40.9K | 0.37% | 61 |
|
|
2024
Q1 | $3.87M | Hold |
15,103
| – | – | 0.36% | 63 |
|
|
2023
Q4 | $3.36M | Sell |
15,103
-102
| -0.7% | -$22.7K | 0.35% | 64 |
|
|
2023
Q3 | $2.97M | Hold |
15,205
| – | – | 0.34% | 66 |
|
|
2023
Q2 | $2.79M | Sell |
15,205
-233
| -2% | -$42.8K | 0.3% | 70 |
|
|
2023
Q1 | $2.72M | Sell |
15,438
-314
| -2% | -$55.3K | 0.31% | 74 |
|
|
2022
Q4 | $2.63M | Sell |
15,752
-70
| -0.4% | -$11.7K | 0.32% | 76 |
|
|
2022
Q3 | $2.2M | Sell |
15,822
-21
| -0.1% | -$2.92K | 0.3% | 77 |
|
|
2022
Q2 | $2.09M | Hold |
15,843
| – | – | 0.27% | 84 |
|
|
2022
Q1 | $2.38M | Hold |
15,843
| – | – | 0.26% | 88 |
|
|
2021
Q4 | $2.2M | Hold |
15,843
| – | – | 0.23% | 89 |
|
|
2021
Q3 | $2M | Hold |
15,843
| – | – | 0.23% | 88 |
|
|
2021
Q2 | $1.88M | Hold |
15,843
| – | – | 0.21% | 95 |
|
|
2021
Q1 | $1.88M | Hold |
15,843
| – | – | 0.23% | 93 |
|
|
2020
Q4 | $1.84M | Hold |
15,843
| – | – | 0.24% | 90 |
|
|
2020
Q3 | $1.48M | Hold |
15,843
| – | – | 0.21% | 95 |
|
|
2020
Q2 | $1.41M | Hold |
15,843
| – | – | 0.21% | 93 |
|
|
2020
Q1 | $1.46M | Sell |
15,843
-365
| -2% | -$33.7K | 0.26% | 87 |
|
|
2019
Q4 | $2.28M | Hold |
16,208
| – | – | 0.32% | 80 |
|
|
2019
Q3 | $2.1M | Hold |
16,208
| – | – | 0.32% | 83 |
|
|
2019
Q2 | $2.06M | Sell |
16,208
-200
| -1% | -$25.4K | 0.39% | 71 |
|
|
2019
Q1 | $1.86M | Hold |
16,408
| – | – | 0.37% | 72 |
|
|
2018
Q4 | $1.68M | Hold |
16,408
| – | – | 0.38% | 69 |
|
|
2018
Q3 | $2.26M | Hold |
16,408
| – | – | 0.44% | 68 |
|
|
2018
Q2 | $1.95M | Hold |
16,408
| – | – | 0.41% | 72 |
|
|
2018
Q1 | $2.22M | Sell |
16,408
-230
| -1% | -$31.1K | 0.49% | 67 |
|
|
2017
Q4 | $2.03M | Hold |
16,638
| – | – | 0.43% | 69 |
|
|
2017
Q3 | $1.74M | Hold |
16,638
| – | – | 0.4% | 73 |
|
|
2017
Q2 | $1.53M | Hold |
16,638
| – | – | 0.36% | 75 |
|
|
2017
Q1 | $1.52M | Sell |
16,638
-250
| -1% | -$22.8K | 0.37% | 72 |
|
|
2016
Q4 | $1.66M | Hold |
16,888
| – | – | 0.43% | 68 |
|
|
2016
Q3 | $1.54M | Hold |
16,888
| – | – | 0.42% | 68 |
|
|
2016
Q2 | $1.42M | Hold |
16,888
| – | – | 0.4% | 69 |
|
|
2016
Q1 | $1.27M | Hold |
16,888
| – | – | 0.37% | 71 |
|
|
2015
Q4 | $1.16M | Hold |
16,888
| – | – | 0.36% | 71 |
|
|
2015
Q3 | $1.05M | Hold |
16,888
| – | – | 0.35% | 74 |
|
|
2015
Q2 | $1.22M | Hold |
16,888
| – | – | 0.39% | 69 |
|
|
2015
Q1 | $1.25M | Hold |
16,888
| – | – | 0.42% | 64 |
|
|
2014
Q4 | $1.19M | Hold |
16,888
| – | – | 0.37% | 69 |
|
|
2014
Q3 | $1.11M | Hold |
16,888
| – | – | 0.36% | 72 |
|
|
2014
Q2 | $1.11M | Hold |
16,888
| – | – | 0.36% | 72 |
|
|
2014
Q1 | $1.07M | Hold |
16,888
| – | – | 0.37% | 70 |
|
|
2013
Q4 | $1.05M | Hold |
16,888
| – | – | 0.37% | 69 |
|
|
2013
Q3 | $793K | Hold |
16,888
| – | – | 0.31% | 78 |
|
|
2013
Q2 | $626K | Buy |
+16,888
| New | +$626K | 0.27% | 86 |
|