Beese Fulmer Investment Management’s Loews L Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.78M	Hold	19,395	–	–	0.13%	112
2025 Q1	$1.78M	Hold	19,395	–	–	0.15%	91
2024 Q4	$1.64M	Hold	19,395	–	–	0.14%	94
2024 Q3	$1.53M	Hold	19,395	–	–	0.13%	101
2024 Q2	$1.45M	Hold	19,395	–	–	0.13%	99
2024 Q1	$1.52M	Hold	19,395	–	–	0.14%	99
2023 Q4	$1.35M	Hold	19,395	–	–	0.14%	102
2023 Q3	$1.23M	Hold	19,395	–	–	0.14%	106
2023 Q2	$1.15M	Hold	19,395	–	–	0.12%	111
2023 Q1	$1.13M	Hold	19,395	–	–	0.13%	112
2022 Q4	$1.13M	Hold	19,395	–	–	0.14%	116
2022 Q3	$967K	Hold	19,395	–	–	0.13%	114
2022 Q2	$1.15M	Hold	19,395	–	–	0.15%	111
2022 Q1	$1.26M	Hold	19,395	–	–	0.14%	113
2021 Q4	$1.12M	Hold	19,395	–	–	0.12%	117
2021 Q3	$1.05M	Hold	19,395	–	–	0.12%	120
2021 Q2	$1.06M	Hold	19,395	–	–	0.12%	118
2021 Q1	$995K	Hold	19,395	–	–	0.12%	119
2020 Q4	$873K	Hold	19,395	–	–	0.11%	122
2020 Q3	$674K	Hold	19,395	–	–	0.1%	121
2020 Q2	$665K	Sell	19,395 -1,000	-5%	-$34.3K	0.1%	119
2020 Q1	$710K	Hold	20,395	–	–	0.13%	114
2019 Q4	$1.07M	Hold	20,395	–	–	0.15%	111
2019 Q3	$1.05M	Hold	20,395	–	–	0.16%	109
2019 Q2	$1.12M	Hold	20,395	–	–	0.21%	92
2019 Q1	$978K	Hold	20,395	–	–	0.19%	93
2018 Q4	$928K	Hold	20,395	–	–	0.21%	90
2018 Q3	$1.02M	Hold	20,395	–	–	0.2%	94
2018 Q2	$985K	Hold	20,395	–	–	0.21%	94
2018 Q1	$1.01M	Hold	20,395	–	–	0.22%	92
2017 Q4	$1.02M	Sell	20,395 -400	-2%	-$20K	0.22%	94
2017 Q3	$995K	Hold	20,795	–	–	0.23%	91
2017 Q2	$973K	Hold	20,795	–	–	0.23%	90
2017 Q1	$973K	Hold	20,795	–	–	0.24%	91
2016 Q4	$974K	Hold	20,795	–	–	0.25%	88
2016 Q3	$856K	Hold	20,795	–	–	0.23%	91
2016 Q2	$854K	Hold	20,795	–	–	0.24%	88
2016 Q1	$789K	Hold	20,795	–	–	0.23%	94
2015 Q4	$799K	Hold	20,795	–	–	0.25%	86
2015 Q3	$752K	Hold	20,795	–	–	0.25%	85
2015 Q2	$801K	Sell	20,795 -295	-1%	-$11.4K	0.26%	83
2015 Q1	$861K	Sell	21,090 -2,000	-9%	-$81.7K	0.29%	79
2014 Q4	$970K	Hold	23,090	–	–	0.3%	80
2014 Q3	$962K	Hold	23,090	–	–	0.31%	81
2014 Q2	$1.02M	Hold	23,090	–	–	0.33%	77
2014 Q1	$1.02M	Sell	23,090 -1,000	-4%	-$44K	0.35%	73
2013 Q4	$1.16M	Hold	24,090	–	–	0.41%	65
2013 Q3	$1.13M	Hold	24,090	–	–	0.44%	63
2013 Q2	$1.07M	Buy	+24,090	New	+$1.07M	0.46%	62