Wealth Enhancement Advisory Services’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 | $3.35M | Sell |
55,693
-122
| -0.2% | -$7.33K | 0.01% | 1088 |
|
|
2025
Q1 | $3.17M | Buy |
55,815
+3,294
| +6% | +$187K | 0.01% | 1020 |
|
|
2024
Q4 | $3.24M | Buy |
52,521
+2,839
| +6% | +$175K | 0.01% | 960 |
|
|
2024
Q3 | $2.89M | Sell |
49,682
-363
| -0.7% | -$21.1K | 0.01% | 916 |
|
|
2024
Q2 | $2.36M | Buy |
50,045
+1,411
| +3% | +$66.6K | 0.01% | 924 |
|
|
2024
Q1 | $2.34M | Sell |
48,634
-1,491
| -3% | -$71.6K | 0.01% | 890 |
|
|
2023
Q4 | $2.61M | Sell |
50,125
-2,408
| -5% | -$125K | 0.01% | 810 |
|
|
2023
Q3 | $2.22M | Buy |
+52,533
| New | +$2.22M | 0.01% | 826 |
|