Mercer Global Advisors’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 | $707K | Buy |
12,062
+1,307
| +12% | +$80K | ﹤0.01% | 1758 |
|
|
2025
Q4 | $618K | Buy |
10,755
+1,106
| +11% | +$63.6K | ﹤0.01% | 1729 |
|
|
2025
Q3 | $566K | Buy |
9,649
+153
| +2% | +$8.86K | ﹤0.01% | 1689 |
|
|
2025
Q2 | $540K | Buy |
9,496
+71
| +0.8% | +$3.94K | ﹤0.01% | 1531 |
|
|
2025
Q1 | $536K | Sell |
9,425
-91
| -1% | -$5.64K | ﹤0.01% | 1437 |
|
|
2024
Q4 | $587K | Buy |
9,516
+150
| +2% | +$9.61K | ﹤0.01% | 1360 |
|
|
2024
Q3 | $528K | Sell |
9,366
-569
| -6% | -$32.6K | ﹤0.01% | 1310 |
|
|
2024
Q2 | $469K | Buy |
9,935
+2,912
| +41% | +$132K | ﹤0.01% | 1335 |
|
|
2024
Q1 | $337K | Sell |
7,023
-154
| -2% | -$7.19K | ﹤0.01% | 1497 |
|
|
2023
Q4 | $374K | Buy |
7,177
+52
| +0.7% | +$2.34K | ﹤0.01% | 1488 |
|
|
2023
Q3 | $301K | Buy |
7,125
+821
| +13% | +$38.9K | ﹤0.01% | 1535 |
|
|
2023
Q2 | $296K | Sell |
6,304
-142
| -2% | -$6.96K | ﹤0.01% | 1517 |
|
|
2023
Q1 | $338K | Sell |
6,446
-58
| -0.9% | -$3.4K | ﹤0.01% | 1435 |
|
|
2022
Q4 | $409K | Buy |
6,504
+86
| +1% | +$5.38K | ﹤0.01% | 1306 |
|
|
2022
Q3 | $386K | Sell |
6,418
-50
| -0.8% | -$3.29K | ﹤0.01% | 1265 |
|
|
2022
Q2 | $409K | Sell |
6,468
-129
| -2% | -$8.45K | ﹤0.01% | 1245 |
|
|
2022
Q1 | $463K | Sell |
6,597
-6,507
| -50% | -$473K | ﹤0.01% | 1268 |
|
|
2021
Q4 | $976K | Buy |
13,104
+169
| +1% | +$12.3K | 0.01% | 893 |
|
|
2021
Q3 | $885K | Buy |
12,935
+4,841
| +60% | +$347K | 0.01% | 917 |
|
|
2021
Q2 | $612K | Buy |
8,094
+172
| +2% | +$13.5K | ﹤0.01% | 1052 |
|
|
2021
Q1 | $608K | Buy |
7,922
+158
| +2% | +$11.3K | 0.01% | 995 |
|
|
2020
Q4 | $484K | Buy |
7,764
+18
| +0.2% | +$1.1K | 0.01% | 872 |
|
|
2020
Q3 | $422K | Buy |
7,746
+40
| +0.5% | +$2.31K | 0.01% | 838 |
|
|
2020
Q2 | $439K | Sell |
7,706
-4
| -0.1% | -$235 | 0.01% | 727 |
|
|
2020
Q1 | $453K | Buy |
7,710
+8
| +0.1% | +$519 | 0.01% | 686 |
|
|
2019
Q4 | $546K | Hold |
7,702
| – | – | 0.01% | 703 |
|
|
2019
Q3 | $475K | Sell |
7,702
-57
| -0.7% | -$3.6K | 0.01% | 718 |
|
|
2019
Q2 | $511K | Buy |
7,759
+1
| +0% | +$64 | 0.01% | 671 |
|
|
2019
Q1 | $464K | Buy |
+7,758
| New | +$479K | 0.02% | 663 |
|
Other funds holding CBU
VPM
VCM
