Private Wealth Management Group’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02K | Hold |
18
| – | – | ﹤0.01% | 1279 |
|
|
2025
Q1 | $1.02K | Hold |
18
| – | – | ﹤0.01% | 1261 |
|
|
2024
Q4 | $1.11K | Hold |
18
| – | – | ﹤0.01% | 1266 |
|
|
2024
Q3 | $1.05K | Hold |
18
| – | – | ﹤0.01% | 1272 |
|
|
2024
Q2 | $850 | Hold |
18
| – | – | ﹤0.01% | 1326 |
|
|
2024
Q1 | $865 | Buy |
+18
| New | +$865 | ﹤0.01% | 1309 |
|