Waldron Private Wealth’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
Q2 | $12.4M | Buy |
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|
2025
Q1 | $12.2M | Sell |
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|
2024
Q4 | $14.1M | Hold |
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|
2024
Q3 | $13.2M | Hold |
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|
2024
Q2 | $10.9M | Hold |
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|
2024
Q1 | $11.1M | Hold |
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|
2023
Q4 | $12M | Hold |
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|
2023
Q3 | $9.73M | Hold |
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|
2023
Q2 | $10.8M | Sell |
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|
2023
Q1 | $22.5M | Buy |
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|
2022
Q4 | $25.5M | Hold |
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|
2022
Q3 | $25.5M | Hold |
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|
2022
Q2 | $26.9M | Hold |
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|
2022
Q1 | $29.8M | Sell |
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|
2021
Q4 | $33.6M | Hold |
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|
2021
Q3 | $30.9M | Hold |
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|
2021
Q2 | $34.2M | Hold |
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|
2021
Q1 | $34.6M | Sell |
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|
2020
Q4 | $40.7M | Hold |
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|
2020
Q3 | $35.6M | Hold |
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|
2020
Q2 | $37.3M | Buy |
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|
2020
Q1 | $38.3M | Hold |
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|
2019
Q4 | $46.2M | Buy |
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|
2019
Q3 | $23.4M | Buy |
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