Mercer Global Advisors’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Sell |
8,616
-367
| -4% | -$23.5K | ﹤0.01% | 1489 |
|
|
2025
Q1 | $539K | Buy |
8,983
+4,067
| +83% | +$244K | ﹤0.01% | 1435 |
|
|
2024
Q4 | $333K | Buy |
+4,916
| New | +$333K | ﹤0.01% | 1685 |
|
|
2020
Q1 | – | Sell |
-3,314
| Closed | -$303K | – | 1247 |
|
|
2019
Q4 | $303K | Sell |
3,314
-12
| -0.4% | -$1.1K | 0.01% | 917 |
|
|
2019
Q3 | $269K | Hold |
3,326
| – | – | 0.01% | 929 |
|
|
2019
Q2 | $271K | Sell |
3,326
-1,594
| -32% | -$130K | 0.01% | 914 |
|
|
2019
Q1 | $374K | Buy |
+4,920
| New | +$374K | 0.01% | 745 |
|