Monograph Wealth Advisors’s Pathfinder Bancorp PBHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Buy |
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|
2025
Q1 | $378K | Sell |
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|
2024
Q4 | $397K | Sell |
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|
2024
Q3 | $475K | Buy |
|
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|
2024
Q2 | $391K | Buy |
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|
2024
Q1 | $372K | Buy |
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|
2023
Q4 | $410K | Buy |
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|
2023
Q3 | $416K | Buy |
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|
2023
Q2 | $412K | Buy |
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|
2023
Q1 | $511K | Buy |
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|
2022
Q4 | $565K | Buy |
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|
2022
Q3 | $601K | Sell |
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|
2022
Q2 | $793K | Sell |
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|
2022
Q1 | $921K | Sell |
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|
2021
Q4 | $1.06M | Buy |
|