Melfa Wealth Management’s Community Bank CBU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$237K	Hold	4,040	–	–	0.14%	151
2025 Q4	$232K	Hold	4,040	–	–	0.13%	154
2025 Q3	$237K	Sell	4,040 -179	-4%	-$10.4K	0.14%	156
2025 Q2	$240K	Hold	4,219	–	–	0.15%	153
2025 Q1	$240K	Sell	4,219 -606	-13%	-$37.5K	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%	-$2.25K	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%	-$17.4K	0.26%	95
2022 Q4	$326K	Buy	+5,172	New	+$323K	0.34%	75