Carl P. Sherr & Co’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Hold |
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|
2025
Q1 | $465K | Hold |
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|
2024
Q4 | $504K | Hold |
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|
2024
Q3 | $474K | Hold |
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|
2024
Q2 | $386K | Hold |
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|
2024
Q1 | $392K | Hold |
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|
2023
Q4 | $426K | Buy |
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|
2023
Q3 | $219K | Hold |
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|
2023
Q2 | $243K | Hold |
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|
2023
Q1 | $272K | Hold |
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|
2022
Q4 | $327K | Hold |
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|
2022
Q3 | $312K | Hold |
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|
2022
Q2 | $328K | Hold |
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|
2022
Q1 | $364K | Hold |
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|
2021
Q4 | $386K | Hold |
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|
2021
Q3 | $355K | Hold |
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|
2021
Q2 | $393K | Hold |
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|
2021
Q1 | $398K | Hold |
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|
2020
Q4 | $323K | Hold |
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|
2020
Q3 | $283K | Hold |
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|
2020
Q2 | $296K | Hold |
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|
2020
Q1 | $305K | Sell |
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|
2019
Q4 | $379K | Buy |
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