MWA
Monograph Wealth Advisors’s Pathfinder Bancorp PBHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Buy |
23,007
+27
| +0.1% | +$414 | 0.04% | 97 |
|
|
2025
Q1 | $378K | Sell |
22,980
-304
| -1% | -$5K | 0.05% | 82 |
|
|
2024
Q4 | $397K | Sell |
23,284
-6,435
| -22% | -$110K | 0.05% | 83 |
|
|
2024
Q3 | $475K | Buy |
29,719
+24
| +0.1% | +$383 | 0.06% | 76 |
|
|
2024
Q2 | $391K | Buy |
29,695
+32
| +0.1% | +$422 | 0.06% | 77 |
|
|
2024
Q1 | $372K | Buy |
29,663
+26
| +0.1% | +$326 | 0.05% | 115 |
|
|
2023
Q4 | $410K | Buy |
29,637
+26
| +0.1% | +$359 | 0.07% | 67 |
|
|
2023
Q3 | $416K | Buy |
29,611
+24
| +0.1% | +$337 | 0.08% | 79 |
|
|
2023
Q2 | $412K | Buy |
29,587
+26
| +0.1% | +$362 | 0.09% | 55 |
|
|
2023
Q1 | $511K | Buy |
29,561
+18
| +0.1% | +$311 | 0.12% | 46 |
|
|
2022
Q4 | $565K | Buy |
29,543
+17
| +0.1% | +$325 | 0.15% | 43 |
|
|
2022
Q3 | $601K | Sell |
29,526
-10,252
| -26% | -$209K | 0.2% | 35 |
|
|
2022
Q2 | $793K | Sell |
39,778
-3,446
| -8% | -$68.7K | 0.23% | 32 |
|
|
2022
Q1 | $921K | Sell |
43,224
-19,394
| -31% | -$413K | 0.23% | 33 |
|
|
2021
Q4 | $1.06M | Buy |
+62,618
| New | +$1.06M | 0.27% | 30 |
|