Wealth Enhancement Advisory Services’s Tompkins Financial TMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.19M Sell
32,796
-433
-1% -$28.9K ﹤0.01% 1310
2025
Q1
$2.09M Sell
33,229
-1,831
-5% -$115K ﹤0.01% 1221
2024
Q4
$2.38M Buy
35,060
+692
+2% +$46.9K ﹤0.01% 1091
2024
Q3
$1.99M Sell
34,368
-854
-2% -$49.4K ﹤0.01% 1051
2024
Q2
$1.72M Sell
35,222
-581
-2% -$28.4K ﹤0.01% 1051
2024
Q1
$1.8M Buy
35,803
+575
+2% +$28.9K ﹤0.01% 987
2023
Q4
$2.12M Sell
35,228
-1,081
-3% -$65.1K 0.01% 876
2023
Q3
$1.78M Buy
+36,309
New +$1.78M 0.01% 897