Beese Fulmer Investment Management’s Citizens Community Bancorp CZWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Hold |
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|
2025
Q1 | $270K | Hold |
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|
2024
Q4 | $306K | Hold |
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|
2024
Q3 | $266K | Hold |
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|
2024
Q2 | $217K | Hold |
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|
2024
Q1 | $228K | Hold |
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|
2023
Q4 | $220K | Hold |
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|
2023
Q3 | $180K | Hold |
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|
2023
Q2 | $166K | Hold |
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|
2023
Q1 | $199K | Hold |
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|
2022
Q4 | $226K | Hold |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $284K | Hold |
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $261K | Hold |
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|
2021
Q2 | $257K | Hold |
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|
2021
Q1 | $233K | Hold |
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|
2020
Q4 | $204K | Hold |
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|
2020
Q3 | $129K | Hold |
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|
2020
Q2 | $129K | Hold |
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|
2020
Q1 | $121K | Hold |
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|
2019
Q4 | $229K | Hold |
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|
2019
Q3 | $207K | Buy |
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