BFIM
Beese Fulmer Investment Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.5M | Buy |
112,489
+250
| +0.2% | +$45.5K | 1.53% | 18 |
|
|
2025
Q1 | $17.8M | Buy |
112,239
+217
| +0.2% | +$34.4K | 1.53% | 19 |
|
|
2024
Q4 | $13.5M | Buy |
112,022
+1,457
| +1% | +$175K | 1.15% | 31 |
|
|
2024
Q3 | $13.4M | Buy |
110,565
+478
| +0.4% | +$58K | 1.15% | 31 |
|
|
2024
Q2 | $11.2M | Buy |
110,087
+5,962
| +6% | +$604K | 1.02% | 40 |
|
|
2024
Q1 | $9.54M | Buy |
104,125
+7,306
| +8% | +$669K | 0.9% | 42 |
|
|
2023
Q4 | $9.11M | Buy |
96,819
+9,172
| +10% | +$863K | 0.94% | 41 |
|
|
2023
Q3 | $8.11M | Buy |
87,647
+957
| +1% | +$88.6K | 0.91% | 42 |
|
|
2023
Q2 | $8.46M | Buy |
86,690
+400
| +0.5% | +$39K | 0.92% | 45 |
|
|
2023
Q1 | $8.39M | Buy |
86,290
+4,541
| +6% | +$442K | 0.96% | 45 |
|
|
2022
Q4 | $8.27M | Buy |
81,749
+2,219
| +3% | +$225K | 1% | 40 |
|
|
2022
Q3 | $6.6M | Buy |
79,530
+2,165
| +3% | +$180K | 0.89% | 44 |
|
|
2022
Q2 | $7.64M | Buy |
77,365
+3,832
| +5% | +$378K | 0.98% | 38 |
|
|
2022
Q1 | $6.91M | Buy |
73,533
+195
| +0.3% | +$18.3K | 0.75% | 48 |
|
|
2021
Q4 | $6.97M | Buy |
73,338
+4,161
| +6% | +$395K | 0.72% | 47 |
|
|
2021
Q3 | $6.56M | Buy |
69,177
+6,496
| +10% | +$616K | 0.74% | 47 |
|
|
2021
Q2 | $6.21M | Buy |
62,681
+290
| +0.5% | +$28.7K | 0.7% | 50 |
|
|
2021
Q1 | $5.54M | Sell |
62,391
-334
| -0.5% | -$29.6K | 0.67% | 50 |
|
|
2020
Q4 | $5.19M | Sell |
62,725
-1,935
| -3% | -$160K | 0.66% | 50 |
|
|
2020
Q3 | $4.85M | Buy |
64,660
+253
| +0.4% | +$19K | 0.69% | 53 |
|
|
2020
Q2 | $4.51M | Sell |
64,407
-3,568
| -5% | -$250K | 0.67% | 51 |
|
|
2020
Q1 | $4.96M | Sell |
67,975
-3,974
| -6% | -$290K | 0.88% | 46 |
|
|
2019
Q4 | $6.12M | Sell |
71,949
-831
| -1% | -$70.7K | 0.86% | 45 |
|
|
2019
Q3 | $5.53M | Sell |
72,780
-1,040
| -1% | -$79K | 0.83% | 47 |
|
|
2019
Q2 | $5.8M | Sell |
73,820
-611
| -0.8% | -$48K | 1.1% | 32 |
|
|
2019
Q1 | $6.58M | Sell |
74,431
-1,770
| -2% | -$156K | 1.3% | 28 |
|
|
2018
Q4 | $5.09M | Sell |
76,201
-866
| -1% | -$57.8K | 1.14% | 35 |
|
|
2018
Q3 | $6.28M | Sell |
77,067
-3,584
| -4% | -$292K | 1.23% | 31 |
|
|
2018
Q2 | $6.51M | Sell |
80,651
-419
| -0.5% | -$33.8K | 1.37% | 22 |
|
|
2018
Q1 | $8.06M | Buy |
81,070
+904
| +1% | +$89.9K | 1.77% | 11 |
|
|
2017
Q4 | $8.47M | Sell |
80,166
-146
| -0.2% | -$15.4K | 1.82% | 10 |
|
|
2017
Q3 | $8.92M | Sell |
80,312
-446
| -0.6% | -$49.5K | 2.03% | 10 |
|
|
2017
Q2 | $9.49M | Buy |
80,758
+384
| +0.5% | +$45.1K | 2.26% | 7 |
|
|
2017
Q1 | $9.07M | Buy |
80,374
+514
| +0.6% | +$58K | 2.21% | 7 |
|
|
2016
Q4 | $7.31M | Buy |
79,860
+2,281
| +3% | +$209K | 1.89% | 12 |
|
|
2016
Q3 | $7.54M | Buy |
77,579
+982
| +1% | +$95.5K | 2.04% | 8 |
|
|
2016
Q2 | $7.79M | Sell |
76,597
-875
| -1% | -$89K | 2.21% | 7 |
|
|
2016
Q1 | $7.82M | Buy |
77,472
+1,433
| +2% | +$145K | 2.28% | 8 |
|
|
2015
Q4 | $6.69M | Buy |
76,039
+1,080
| +1% | +$94.9K | 2.06% | 10 |
|
|
2015
Q3 | $5.95M | Buy |
74,959
+1,525
| +2% | +$121K | 1.95% | 12 |
|
|
2015
Q2 | $5.89M | Buy |
73,434
+295
| +0.4% | +$23.6K | 1.89% | 15 |
|
|
2015
Q1 | $5.51M | Buy |
73,139
+132
| +0.2% | +$9.94K | 1.84% | 16 |
|
|
2014
Q4 | $5.95M | Buy |
73,007
+834
| +1% | +$67.9K | 1.86% | 13 |
|
|
2014
Q3 | $6.02M | Buy |
72,173
+817
| +1% | +$68.1K | 1.95% | 13 |
|
|
2014
Q2 | $6.02M | Buy |
71,356
+1,883
| +3% | +$159K | 1.95% | 12 |
|
|
2014
Q1 | $5.69M | Buy |
69,473
+1,349
| +2% | +$110K | 1.98% | 13 |
|
|
2013
Q4 | $5.94M | Buy |
68,124
+315
| +0.5% | +$27.4K | 2.11% | 13 |
|
|
2013
Q3 | $5.87M | Buy |
67,809
+3,094
| +5% | +$268K | 2.31% | 10 |
|
|
2013
Q2 | $5.61M | Buy |
+64,715
| New | +$5.61M | 2.4% | 9 |
|