Waterford Advisors’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 | $2.55M | Buy |
+64,107
| New | +$2.55M | 0.94% | 17 |
|
|
2025
Q1 | – | Sell |
-44,863
| Closed | -$2.77M | – | 53 |
|
|
2024
Q4 | $2.77M | Hold |
44,863
| – | – | 1.41% | 13 |
|
|
2024
Q3 | $2.61M | Buy |
+44,863
| New | +$2.61M | 1.33% | 15 |
|
|
2024
Q2 | – | Sell |
-44,863
| Closed | -$2.15M | – | 56 |
|
|
2024
Q1 | $2.15M | Buy |
+44,863
| New | +$2.15M | 0.91% | 19 |
|
|
2023
Q4 | – | Sell |
-44,863
| Closed | -$1.89M | – | 53 |
|
|
2023
Q3 | $1.89M | Hold |
44,863
| – | – | 1.06% | 17 |
|
|
2023
Q2 | $2.1M | Buy |
+44,863
| New | +$2.1M | 1.01% | 21 |
|
|
2023
Q1 | – | Sell |
-44,863
| Closed | -$2.82M | – | 52 |
|
|
2022
Q4 | $2.82M | Buy |
+44,863
| New | +$2.82M | 1.64% | 16 |
|