Beese Fulmer Investment Management’s Citizens Community Bancorp CZWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Hold |
18,778
| – | – | 0.02% | 249 |
|
|
2025
Q1 | $270K | Hold |
18,778
| – | – | 0.02% | 208 |
|
|
2024
Q4 | $306K | Hold |
18,778
| – | – | 0.03% | 191 |
|
|
2024
Q3 | $266K | Hold |
18,778
| – | – | 0.02% | 201 |
|
|
2024
Q2 | $217K | Hold |
18,778
| – | – | 0.02% | 208 |
|
|
2024
Q1 | $228K | Hold |
18,778
| – | – | 0.02% | 207 |
|
|
2023
Q4 | $220K | Hold |
18,778
| – | – | 0.02% | 209 |
|
|
2023
Q3 | $180K | Hold |
18,778
| – | – | 0.02% | 210 |
|
|
2023
Q2 | $166K | Hold |
18,778
| – | – | 0.02% | 216 |
|
|
2023
Q1 | $199K | Hold |
18,778
| – | – | 0.02% | 212 |
|
|
2022
Q4 | $226K | Hold |
18,778
| – | – | 0.03% | 203 |
|
|
2022
Q3 | $229K | Hold |
18,778
| – | – | 0.03% | 189 |
|
|
2022
Q2 | $260K | Hold |
18,778
| – | – | 0.03% | 190 |
|
|
2022
Q1 | $284K | Hold |
18,778
| – | – | 0.03% | 188 |
|
|
2021
Q4 | $259K | Hold |
18,778
| – | – | 0.03% | 205 |
|
|
2021
Q3 | $261K | Hold |
18,778
| – | – | 0.03% | 196 |
|
|
2021
Q2 | $257K | Hold |
18,778
| – | – | 0.03% | 191 |
|
|
2021
Q1 | $233K | Hold |
18,778
| – | – | 0.03% | 202 |
|
|
2020
Q4 | $204K | Hold |
18,778
| – | – | 0.03% | 199 |
|
|
2020
Q3 | $129K | Hold |
18,778
| – | – | 0.02% | 187 |
|
|
2020
Q2 | $129K | Hold |
18,778
| – | – | 0.02% | 221 |
|
|
2020
Q1 | $121K | Hold |
18,778
| – | – | 0.02% | 175 |
|
|
2019
Q4 | $229K | Hold |
18,778
| – | – | 0.03% | 184 |
|
|
2019
Q3 | $207K | Buy |
+18,778
| New | +$207K | 0.03% | 193 |
|