Carson Wealth (CWM LLC)’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Sell |
576
-102
| -15% | -$5.84K | ﹤0.01% | 3577 |
|
|
2025
Q1 | $39K | Sell |
678
-60
| -8% | -$3.45K | ﹤0.01% | 3177 |
|
|
2024
Q4 | $46K | Buy |
738
+56
| +8% | +$3.49K | ﹤0.01% | 2858 |
|
|
2024
Q3 | $40K | Buy |
682
+252
| +59% | +$14.8K | ﹤0.01% | 2863 |
|
|
2024
Q2 | $20K | Buy |
430
+200
| +87% | +$9.3K | ﹤0.01% | 3102 |
|
|
2024
Q1 | $11K | Sell |
230
-38
| -14% | -$1.82K | ﹤0.01% | 3265 |
|
|
2023
Q4 | $14K | Buy |
268
+1
| +0.4% | +$52 | ﹤0.01% | 2971 |
|
|
2023
Q3 | $11K | Sell |
267
-86
| -24% | -$3.54K | ﹤0.01% | 3068 |
|
|
2023
Q2 | $17K | Sell |
353
-101
| -22% | -$4.86K | ﹤0.01% | 2732 |
|
|
2023
Q1 | $24K | Buy |
454
+75
| +20% | +$3.97K | ﹤0.01% | 2361 |
|
|
2022
Q4 | $24K | Buy |
379
+4
| +1% | +$253 | ﹤0.01% | 2229 |
|
|
2022
Q3 | $23K | Buy |
+375
| New | +$23K | ﹤0.01% | 2131 |
|
|
2022
Q2 | – | Sell |
-439
| Closed | -$31K | – | 3780 |
|
|
2022
Q1 | $31K | Buy |
439
+383
| +684% | +$27K | ﹤0.01% | 1819 |
|
|
2021
Q4 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 2792 |
|