Carson Wealth (CWM LLC)’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
Q4 | $56K | Buy |
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|
2025
Q3 | $53K | Buy |
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|
2025
Q2 | $33K | Sell |
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|
2025
Q1 | $39K | Sell |
|
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|
2024
Q4 | $46K | Buy |
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|
2024
Q3 | $40K | Buy |
|
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|
2024
Q2 | $20K | Buy |
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|
2024
Q1 | $11K | Sell |
|
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|
2023
Q4 | $14K | Buy |
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|
2023
Q3 | $11K | Sell |
|
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|
2023
Q2 | $17K | Sell |
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|
2023
Q1 | $24K | Buy |
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|
2022
Q4 | $24K | Buy |
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|
2022
Q3 | $23K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $31K | Buy |
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|
2021
Q4 | $4K | Buy |
|