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
Q3
$53K Buy
2025
Q2
$33K Sell
2025
Q1
$39K Sell
2024
Q4
$46K Buy
2024
Q3
$40K Buy
2024
Q2
$20K Buy
2024
Q1
$11K Sell
2023
Q4
$14K Buy
2023
Q3
$11K Sell
2023
Q2
$17K Sell
2023
Q1
$24K Buy
2022
Q4
$24K Buy
2022
Q3
$23K Buy
2022
Q2
Sell
2022
Q1
$31K Buy
2021
Q4
$4K Buy