Abound Wealth Management’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.5K | Hold |
1,222
| – | – | 0.02% | 161 |
|
|
2025
Q1 | $69.5K | Hold |
1,222
| – | – | 0.02% | 148 |
|
|
2024
Q4 | $75.4K | Buy |
1,222
+10
| +0.8% | +$617 | 0.02% | 133 |
|
|
2024
Q3 | $70.4K | Buy |
1,212
+16
| +1% | +$929 | 0.02% | 138 |
|
|
2024
Q2 | $56.5K | Buy |
1,196
+4
| +0.3% | +$189 | 0.02% | 134 |
|
|
2024
Q1 | $57.2K | Buy |
1,192
+11
| +0.9% | +$528 | 0.02% | 139 |
|
|
2023
Q4 | $61.6K | Buy |
1,181
+12
| +1% | +$626 | 0.02% | 124 |
|
|
2023
Q3 | $49.3K | Buy |
1,169
+11
| +0.9% | +$464 | 0.02% | 134 |
|
|
2023
Q2 | $54.3K | Buy |
1,158
+17
| +1% | +$797 | 0.02% | 121 |
|
|
2023
Q1 | $59.9K | Hold |
1,141
| – | – | 0.03% | 112 |
|
|
2022
Q4 | $71.8K | Buy |
1,141
+8
| +0.7% | +$503 | 0.04% | 84 |
|
|
2022
Q3 | $68.1K | Buy |
+1,133
| New | +$68.1K | 0.04% | 89 |
|