MWM
Melfa Wealth Management’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
4,219
| – | – | 0.15% | 153 |
|
|
2025
Q1 | $240K | Sell |
4,219
-606
| -13% | -$34.5K | 0.16% | 149 |
|
|
2024
Q4 | $298K | Hold |
4,825
| – | – | 0.2% | 123 |
|
|
2024
Q3 | $280K | Hold |
4,825
| – | – | 0.18% | 128 |
|
|
2024
Q2 | $228K | Hold |
4,825
| – | – | 0.16% | 144 |
|
|
2024
Q1 | $232K | Hold |
4,825
| – | – | 0.17% | 140 |
|
|
2023
Q4 | $251K | Sell |
4,825
-50
| -1% | -$2.61K | 0.24% | 90 |
|
|
2023
Q3 | $206K | Hold |
4,875
| – | – | 0.22% | 100 |
|
|
2023
Q2 | $229K | Hold |
4,875
| – | – | 0.23% | 97 |
|
|
2023
Q1 | $256K | Sell |
4,875
-297
| -6% | -$15.6K | 0.26% | 95 |
|
|
2022
Q4 | $326K | Buy |
+5,172
| New | +$326K | 0.34% | 75 |
|