Northwestern Mutual Wealth Management’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 | $106K | Hold |
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|
2025
Q2 | $103K | Sell |
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|
2025
Q1 | $103K | Sell |
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|
2024
Q4 | $112K | Buy |
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|
2024
Q3 | $105K | Hold |
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|
2024
Q2 | $85.2K | Hold |
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|
2024
Q1 | $86.7K | Buy |
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|
2023
Q4 | $93.7K | Buy |
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|
2023
Q3 | $75.6K | Sell |
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|
2023
Q2 | $84.6K | Sell |
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|
2023
Q1 | $188K | Hold |
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|
2022
Q4 | $226K | Hold |
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|
2022
Q3 | $216K | Hold |
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|
2022
Q2 | $227K | Buy |
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|
2022
Q1 | $126K | Sell |
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|
2021
Q4 | $639K | Buy |
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|
2021
Q3 | $74K | Hold |
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|
2021
Q2 | $82K | Buy |
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|
2021
Q1 | $65K | Hold |
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|
2020
Q4 | $53K | Hold |
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|
2020
Q3 | $46K | Hold |
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|
2020
Q2 | $48K | Sell |
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|
2020
Q1 | $52K | Sell |
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|
2019
Q4 | $114K | Buy |
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|
2019
Q3 | $52K | Hold |
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|
2019
Q2 | $56K | Hold |
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|
2019
Q1 | $51K | Hold |
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|
2018
Q4 | $50K | Hold |
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|
2018
Q3 | $52K | Hold |
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|
2018
Q2 | $50K | Hold |
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|
2018
Q1 | $45K | Buy |
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|
2017
Q4 | $29K | Hold |
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|
2017
Q3 | $29K | Hold |
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|
2017
Q2 | $30K | Hold |
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|
2017
Q1 | $29K | Buy |
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|
2016
Q4 | $10K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $16K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $31K | Hold |
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|
2014
Q3 | $27K | Hold |
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|
2014
Q2 | $29K | Hold |
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|
2014
Q1 | $31K | Hold |
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|
2013
Q4 | $32K | Hold |
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|
2013
Q3 | $27K | Buy |
|