Waldron Private Wealth’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $713K | Hold |
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|
2025
Q2 | $675K | Hold |
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|
2025
Q1 | $678K | Hold |
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|
2024
Q4 | $730K | Hold |
|
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|
2024
Q3 | $622K | Hold |
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|
2024
Q2 | $526K | Hold |
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|
2024
Q1 | $541K | Hold |
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|
2023
Q4 | $648K | Hold |
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|
2023
Q3 | $527K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $713K | Hold |
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|
2022
Q4 | $781K | Hold |
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|
2022
Q3 | $781K | Hold |
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|
2022
Q2 | $776K | Hold |
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|
2022
Q1 | $842K | Hold |
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|
2021
Q4 | $899K | Hold |
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|
2021
Q3 | $871K | Hold |
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|
2021
Q2 | $835K | Buy |
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