Meridian Wealth Partners’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Hold |
10,934
| – | – | 0.09% | 53 |
|
|
2025
Q1 | $622K | Buy |
+10,934
| New | +$622K | 0.1% | 52 |
|
|
2024
Q3 | – | Sell |
-10,927
| Closed | -$516K | – | 110 |
|
|
2024
Q2 | $516K | Buy |
10,927
+4
| +0% | +$189 | 0.09% | 53 |
|
|
2024
Q1 | $525K | Hold |
10,923
| – | – | 0.09% | 55 |
|
|
2023
Q4 | $569K | Buy |
10,923
+20
| +0.2% | +$1.04K | 0.11% | 47 |
|
|
2023
Q3 | $460K | Buy |
10,903
+20
| +0.2% | +$844 | 0.1% | 52 |
|
|
2023
Q2 | $510K | Sell |
10,883
-2
| -0% | -$94 | 0.1% | 49 |
|
|
2023
Q1 | $571K | Sell |
10,885
-2
| -0% | -$105 | 0.12% | 41 |
|
|
2022
Q4 | $685K | Buy |
10,887
+4
| +0% | +$252 | 0.16% | 37 |
|
|
2022
Q3 | $654K | Hold |
10,883
| – | – | 0.16% | 37 |
|
|
2022
Q2 | $689K | Hold |
10,883
| – | – | 0.16% | 37 |
|
|
2022
Q1 | $763K | Hold |
10,883
| – | – | 0.16% | 40 |
|
|
2021
Q4 | $811K | Hold |
10,883
| – | – | 0.16% | 39 |
|
|
2021
Q3 | $745K | Hold |
10,883
| – | – | 0.16% | 39 |
|
|
2021
Q2 | $823K | Hold |
10,883
| – | – | 0.19% | 37 |
|
|
2021
Q1 | $835K | Sell |
10,883
-265
| -2% | -$20.3K | 0.25% | 34 |
|
|
2020
Q4 | $695K | Buy |
11,148
+79
| +0.7% | +$4.93K | 0.29% | 30 |
|
|
2020
Q3 | $603K | Buy |
11,069
+82
| +0.7% | +$4.47K | 0.3% | 30 |
|
|
2020
Q2 | $626K | Buy |
10,987
+71
| +0.7% | +$4.05K | 0.34% | 25 |
|
|
2020
Q1 | $642K | Buy |
10,916
+63
| +0.6% | +$3.71K | 0.38% | 24 |
|
|
2019
Q4 | $770K | Buy |
+10,853
| New | +$770K | 0.48% | 22 |
|