J.W. Burns & 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
Q3 | $210K | Sell |
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|
2025
Q2 | $218K | Sell |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $262K | Sell |
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|
2024
Q3 | $248K | Sell |
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|
2024
Q2 | $238K | Sell |
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|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $343K | Sell |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $467K | Buy |
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|
2022
Q3 | $445K | Buy |
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|
2022
Q2 | $469K | Buy |
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|
2022
Q1 | $519K | Buy |
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|
2021
Q4 | $551K | Buy |
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|
2021
Q3 | $502K | Buy |
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|
2021
Q2 | $555K | Sell |
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|
2021
Q1 | $579K | Sell |
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|
2020
Q4 | $478K | Sell |
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|
2020
Q3 | $441K | Sell |
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|
2020
Q2 | $618K | Sell |
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|
2020
Q1 | $672K | Buy |
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|
2019
Q4 | $811K | Sell |
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|
2019
Q3 | $719K | Sell |
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|
2019
Q2 | $792K | Sell |
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|
2019
Q1 | $722K | Buy |
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|
2018
Q4 | $704K | Sell |
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|
2018
Q3 | $748K | Sell |
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|
2018
Q2 | $730K | Sell |
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|
2018
Q1 | $699K | Sell |
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|
2017
Q4 | $725K | Buy |
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|
2017
Q3 | $745K | Buy |
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|
2017
Q2 | $752K | Buy |
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|
2017
Q1 | $741K | Hold |
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|
2016
Q4 | $833K | Hold |
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|
2016
Q3 | $649K | Sell |
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|
2016
Q2 | $583K | Sell |
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|
2016
Q1 | $564K | Sell |
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|
2015
Q4 | $597K | Hold |
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|
2015
Q3 | $555K | Sell |
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|
2015
Q2 | $576K | Sell |
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|
2015
Q1 | $560K | Buy |
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|
2014
Q4 | $552K | Buy |
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|
2014
Q3 | $435K | Buy |
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|
2014
Q2 | $223K | Buy |
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