BEESE FULMER INVESTMENT MANAGEMENT, INC.
Holdings in CZWI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $334,802 | 18,788 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $301,762 | 18,778 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $259,136 | 18,778 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $270,027 | 18,778 | Shares | Sole | 2025-04-08 |
| 2024-12-31 | $305,893 | 18,778 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $266,084 | 18,778 | Shares | Sole | 2024-10-22 |
| 2024-06-30 | $217,261 | 18,778 | Shares | Sole | 2024-07-03 |
| 2024-03-31 | $228,152 | 18,778 | Shares | Sole | 2024-04-08 |
| 2023-12-31 | $219,890 | 18,778 | Shares | Sole | 2024-01-09 |
| 2023-09-30 | $180,268 | 18,778 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $166,185 | 18,778 | Shares | Sole | 2023-07-11 |
| 2023-03-31 | $199,234 | 18,778 | Shares | Sole | 2023-04-11 |
| 2022-12-31 | $225,899 | 18,778 | Shares | Sole | 2023-01-17 |
| 2022-09-30 | $228,528 | 18,778 | Shares | Sole | 2022-10-06 |
| 2022-06-30 | $259,699 | 18,778 | Shares | Sole | 2022-07-11 |
| 2022-03-31 | $283,735 | 18,778 | Shares | Sole | 2022-04-12 |
| 2021-12-31 | $258,573 | 18,778 | Shares | Sole | 2022-01-10 |
| 2021-09-30 | $258,197 | 18,778 | Shares | Sole | 2021-10-08 |
| 2021-06-30 | $256,883 | 18,778 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $233,034 | 18,778 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $204,492 | 18,778 | Shares | Sole | 2021-01-20 |
| 2020-09-30 | $129,380 | 18,778 | Shares | Sole | 2020-10-08 |
| 2020-06-30 | $128,817 | 18,778 | Shares | Sole | 2020-07-17 |
| 2020-03-31 | $121,118 | 18,778 | Shares | Sole | 2020-04-09 |