Hamilton Point Investment Advisors’s Pathfinder Bancorp PBHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Hold |
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|
2025
Q1 | $632K | Hold |
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|
2024
Q4 | $673K | Hold |
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|
2024
Q3 | $608K | Hold |
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|
2024
Q2 | $507K | Hold |
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|
2024
Q1 | $476K | Hold |
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|
2023
Q4 | $538K | Hold |
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|
2023
Q3 | $508K | Hold |
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|
2023
Q2 | $536K | Hold |
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|
2023
Q1 | $664K | Hold |
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|
2022
Q4 | $736K | Hold |
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|
2022
Q3 | $782K | Hold |
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|
2022
Q2 | $766K | Hold |
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|
2022
Q1 | $845K | Hold |
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|
2021
Q4 | $660K | Buy |
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|
2021
Q3 | $324K | Hold |
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|
2021
Q2 | $316K | Hold |
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|
2021
Q1 | $293K | Hold |
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|
2020
Q4 | $230K | Hold |
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|
2020
Q3 | $212K | Hold |
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|
2020
Q2 | $191K | Hold |
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|
2020
Q1 | $214K | Hold |
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|
2019
Q4 | $278K | Hold |
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|
2019
Q3 | $269K | Hold |
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|
2019
Q2 | $291K | Hold |
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|
2019
Q1 | $261K | Hold |
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|
2018
Q4 | $313K | Hold |
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|
2018
Q3 | $301K | Hold |
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|
2018
Q2 | $319K | Hold |
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|
2018
Q1 | $309K | Hold |
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|
2017
Q4 | $308K | Hold |
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|
2017
Q3 | $306K | Hold |
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|
2017
Q2 | $314K | Hold |
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|
2017
Q1 | $292K | Hold |
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|
2016
Q4 | $270K | Hold |
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|
2016
Q3 | $243K | Hold |
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|
2016
Q2 | $225K | Hold |
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|
2016
Q1 | $220K | Hold |
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|
2015
Q4 | $258K | Hold |
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|
2015
Q3 | $222K | Hold |
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|
2015
Q2 | $235K | Hold |
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|
2015
Q1 | $199K | Hold |
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|
2014
Q4 | $196K | Buy |
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