Meridian Wealth Partners’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $641K | Sell |
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|
2025
Q2 | $622K | Hold |
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|
2025
Q1 | $622K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $516K | Buy |
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|
2024
Q1 | $525K | Hold |
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|
2023
Q4 | $569K | Buy |
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|
2023
Q3 | $460K | Buy |
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|
2023
Q2 | $510K | Sell |
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|
2023
Q1 | $571K | Sell |
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|
2022
Q4 | $685K | Buy |
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|
2022
Q3 | $654K | Hold |
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|
2022
Q2 | $689K | Hold |
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|
2022
Q1 | $763K | Hold |
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|
2021
Q4 | $811K | Hold |
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|
2021
Q3 | $745K | Hold |
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|
2021
Q2 | $823K | Hold |
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|
2021
Q1 | $835K | Sell |
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|
2020
Q4 | $695K | Buy |
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|
2020
Q3 | $603K | Buy |
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|
2020
Q2 | $626K | Buy |
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|
2020
Q1 | $642K | Buy |
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|
2019
Q4 | $770K | Buy |
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