PBMares Wealth Management’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Buy |
24,266
+33
| +0.1% | +$1.13K | 0.15% | 78 |
|
|
2025
Q1 | $829K | Buy |
24,233
+30
| +0.1% | +$1.03K | 0.17% | 77 |
|
|
2024
Q4 | $824K | Buy |
24,203
+2,124
| +10% | +$72.3K | 0.17% | 80 |
|
|
2024
Q3 | $730K | Buy |
22,079
+33
| +0.1% | +$1.09K | 0.15% | 84 |
|
|
2024
Q2 | $601K | Buy |
22,046
+1
| +0% | +$27 | 0.15% | 91 |
|
|
2024
Q1 | $619K | Hold |
22,045
| – | – | 0.16% | 90 |
|
|
2023
Q4 | $656K | Sell |
22,045
-24,814
| -53% | -$738K | 0.2% | 79 |
|
|
2023
Q3 | $1.07M | Sell |
46,859
-198
| -0.4% | -$4.54K | 0.39% | 49 |
|
|
2023
Q2 | $1.09M | Hold |
47,057
| – | – | 0.39% | 47 |
|
|
2023
Q1 | $1.25M | Sell |
47,057
-472
| -1% | -$12.6K | 0.47% | 39 |
|
|
2022
Q4 | $1.47M | Buy |
47,529
+8
| +0% | +$247 | 0.59% | 30 |
|
|
2022
Q3 | $1.28M | Buy |
47,521
+10
| +0% | +$268 | 0.56% | 35 |
|
|
2022
Q2 | $1.29M | Sell |
47,511
-49
| -0.1% | -$1.33K | 0.55% | 33 |
|
|
2022
Q1 | $1.42M | Buy |
47,560
+6
| +0% | +$180 | 0.88% | 21 |
|
|
2021
Q4 | $1.5M | Buy |
47,554
+59
| +0.1% | +$1.86K | 0.63% | 27 |
|
|
2021
Q3 | $1.48M | Buy |
47,495
+7
| +0% | +$218 | 0.7% | 26 |
|
|
2021
Q2 | $1.45M | Buy |
47,488
+7
| +0% | +$213 | 0.79% | 24 |
|
|
2021
Q1 | $1.44M | Sell |
47,481
-312
| -0.7% | -$9.48K | 1.18% | 17 |
|
|
2020
Q4 | $1.12M | Sell |
47,793
-290
| -0.6% | -$6.81K | 1.29% | 20 |
|
|
2020
Q3 | $789K | Buy |
48,083
+11
| +0% | +$181 | 1.16% | 30 |
|
|
2020
Q2 | $906K | Buy |
48,072
+9
| +0% | +$170 | 1.36% | 19 |
|
|
2020
Q1 | $869K | Buy |
48,063
+7
| +0% | +$127 | 1.37% | 21 |
|
|
2019
Q4 | $1.34M | Buy |
+48,056
| New | +$1.34M | 1.59% | 14 |
|