Beese Fulmer Investment Management’s Metallus MTUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
17,993
+2,287
| +15% | +$35.2K | 0.02% | 244 |
|
|
2025
Q1 | $210K | Buy |
15,706
+19
| +0.1% | +$254 | 0.02% | 237 |
|
|
2024
Q4 | $222K | Hold |
15,687
| – | – | 0.02% | 210 |
|
|
2024
Q3 | $233K | Hold |
15,687
| – | – | 0.02% | 210 |
|
|
2024
Q2 | $318K | Sell |
15,687
-285
| -2% | -$5.78K | 0.03% | 182 |
|
|
2024
Q1 | $355K | Sell |
15,972
-5,300
| -25% | -$118K | 0.03% | 173 |
|
|
2023
Q4 | $499K | Sell |
21,272
-6,050
| -22% | -$142K | 0.05% | 148 |
|
|
2023
Q3 | $593K | Sell |
27,322
-90
| -0.3% | -$1.96K | 0.07% | 139 |
|
|
2023
Q2 | $591K | Buy |
27,412
+193
| +0.7% | +$4.16K | 0.06% | 143 |
|
|
2023
Q1 | $499K | Sell |
27,219
-400
| -1% | -$7.34K | 0.06% | 150 |
|
|
2022
Q4 | $502K | Sell |
27,619
-206
| -0.7% | -$3.74K | 0.06% | 153 |
|
|
2022
Q3 | $417K | Sell |
27,825
-346
| -1% | -$5.19K | 0.06% | 153 |
|
|
2022
Q2 | $527K | Sell |
28,171
-400
| -1% | -$7.48K | 0.07% | 145 |
|
|
2022
Q1 | $625K | Sell |
28,571
-200
| -0.7% | -$4.38K | 0.07% | 143 |
|
|
2021
Q4 | $475K | Sell |
28,771
-800
| -3% | -$13.2K | 0.05% | 162 |
|
|
2021
Q3 | $387K | Buy |
29,571
+2,000
| +7% | +$26.2K | 0.04% | 169 |
|
|
2021
Q2 | $390K | Sell |
27,571
-42,479
| -61% | -$601K | 0.04% | 162 |
|
|
2021
Q1 | $823K | Sell |
70,050
-6,612
| -9% | -$77.7K | 0.1% | 124 |
|
|
2020
Q4 | $358K | Sell |
76,662
-18,650
| -20% | -$87.1K | 0.05% | 154 |
|
|
2020
Q3 | $338K | Sell |
95,312
-35,981
| -27% | -$128K | 0.05% | 147 |
|
|
2020
Q2 | $511K | Sell |
131,293
-8,269
| -6% | -$32.2K | 0.08% | 127 |
|
|
2020
Q1 | $451K | Sell |
139,562
-16,025
| -10% | -$51.8K | 0.08% | 126 |
|
|
2019
Q4 | $1.22M | Buy |
155,587
+42,525
| +38% | +$334K | 0.17% | 106 |
|
|
2019
Q3 | $711K | Buy |
113,062
+97,767
| +639% | +$615K | 0.11% | 117 |
|
|
2019
Q2 | $124K | Hold |
15,295
| – | – | 0.02% | 178 |
|
|
2019
Q1 | $166K | Sell |
15,295
-1,300
| -8% | -$14.1K | 0.03% | 173 |
|
|
2018
Q4 | $145K | Sell |
16,595
-750
| -4% | -$6.55K | 0.03% | 165 |
|
|
2018
Q3 | $258K | Buy |
17,345
+700
| +4% | +$10.4K | 0.05% | 152 |
|
|
2018
Q2 | $272K | Hold |
16,645
| – | – | 0.06% | 139 |
|
|
2018
Q1 | $253K | Hold |
16,645
| – | – | 0.06% | 148 |
|
|
2017
Q4 | $253K | Hold |
16,645
| – | – | 0.05% | 154 |
|
|
2017
Q3 | $275K | Sell |
16,645
-675
| -4% | -$11.2K | 0.06% | 143 |
|
|
2017
Q2 | $266K | Buy |
17,320
+2,395
| +16% | +$36.8K | 0.06% | 142 |
|
|
2017
Q1 | $282K | Sell |
14,925
-1,000
| -6% | -$18.9K | 0.07% | 137 |
|
|
2016
Q4 | $247K | Sell |
15,925
-1,909
| -11% | -$29.6K | 0.06% | 143 |
|
|
2016
Q3 | $186K | Buy |
17,834
+52
| +0.3% | +$542 | 0.05% | 164 |
|
|
2016
Q2 | $171K | Buy |
17,782
+157
| +0.9% | +$1.51K | 0.05% | 148 |
|
|
2016
Q1 | $170K | Buy |
17,625
+2,490
| +16% | +$24K | 0.05% | 147 |
|
|
2015
Q4 | $127K | Buy |
15,135
+3,550
| +31% | +$29.8K | 0.04% | 144 |
|
|
2015
Q3 | $117K | Buy |
11,585
+1,100
| +10% | +$11.1K | 0.04% | 142 |
|
|
2015
Q2 | $283K | Buy |
10,485
+100
| +1% | +$2.7K | 0.09% | 122 |
|
|
2015
Q1 | $275K | Sell |
10,385
-700
| -6% | -$18.5K | 0.09% | 113 |
|
|
2014
Q4 | $410K | Sell |
11,085
-1,375
| -11% | -$50.9K | 0.13% | 109 |
|
|
2014
Q3 | $579K | Buy |
+12,460
| New | +$579K | 0.19% | 98 |
|