WC
Whitney & Co’s Tompkins Financial TMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Hold |
5,730
| – | – | 0.04% | 102 |
|
|
2025
Q1 | $361K | Sell |
5,730
-300
| -5% | -$18.9K | 0.04% | 100 |
|
|
2024
Q4 | $409K | Sell |
6,030
-100
| -2% | -$6.78K | 0.04% | 93 |
|
|
2024
Q3 | $354K | Sell |
6,130
-600
| -9% | -$34.7K | 0.04% | 99 |
|
|
2024
Q2 | $329K | Sell |
6,730
-3,100
| -32% | -$152K | 0.04% | 100 |
|
|
2024
Q1 | $494K | Sell |
9,830
-3,250
| -25% | -$163K | 0.06% | 90 |
|
|
2023
Q4 | $788K | Sell |
13,080
-500
| -4% | -$30.1K | 0.1% | 71 |
|
|
2023
Q3 | $665K | Sell |
13,580
-550
| -4% | -$26.9K | 0.1% | 76 |
|
|
2023
Q2 | $787K | Sell |
14,130
-1,400
| -9% | -$78K | 0.11% | 72 |
|
|
2023
Q1 | $1.03M | Sell |
15,530
-800
| -5% | -$53K | 0.16% | 65 |
|
|
2022
Q4 | $1.27M | Sell |
16,330
-150
| -0.9% | -$11.6K | 0.23% | 61 |
|
|
2022
Q3 | $1.2M | Sell |
16,480
-680
| -4% | -$49.4K | 0.23% | 62 |
|
|
2022
Q2 | $1.24M | Hold |
17,160
| – | – | 0.23% | 62 |
|
|
2022
Q1 | $1.34M | Sell |
17,160
-100
| -0.6% | -$7.83K | 0.21% | 64 |
|
|
2021
Q4 | $1.44M | Sell |
17,260
-1,900
| -10% | -$159K | 0.21% | 64 |
|
|
2021
Q3 | $1.55M | Sell |
19,160
-450
| -2% | -$36.4K | 0.25% | 62 |
|
|
2021
Q2 | $1.52M | Sell |
19,610
-1,469
| -7% | -$114K | 0.24% | 60 |
|
|
2021
Q1 | $1.74M | Sell |
21,079
-150
| -0.7% | -$12.4K | 0.31% | 58 |
|
|
2020
Q4 | $1.54M | Sell |
21,229
-923
| -4% | -$66.8K | 0.25% | 63 |
|
|
2020
Q3 | $1.26M | Sell |
22,152
-1,050
| -5% | -$59.6K | 0.24% | 60 |
|
|
2020
Q2 | $1.5M | Sell |
23,202
-1,450
| -6% | -$93.9K | 0.31% | 57 |
|
|
2020
Q1 | $1.77M | Sell |
24,652
-2,970
| -11% | -$213K | 0.44% | 53 |
|
|
2019
Q4 | $2.53M | Sell |
27,622
-490
| -2% | -$44.8K | 0.5% | 57 |
|
|
2019
Q3 | $2.5M | Sell |
28,112
-1,150
| -4% | -$102K | 0.52% | 56 |
|
|
2019
Q2 | $2.39M | Sell |
29,262
-757
| -3% | -$61.8K | 0.54% | 58 |
|
|
2019
Q1 | $2.42M | Sell |
30,019
-7,750
| -21% | -$625K | 0.55% | 56 |
|
|
2018
Q4 | $2.9M | Sell |
37,769
-8,150
| -18% | -$626K | 0.74% | 47 |
|
|
2018
Q3 | $3.51M | Sell |
45,919
-2,475
| -5% | -$189K | 0.85% | 52 |
|
|
2018
Q2 | $4.16M | Sell |
48,394
-6,880
| -12% | -$591K | 1.11% | 39 |
|
|
2018
Q1 | $4.19M | Sell |
55,274
-4,240
| -7% | -$321K | 1.2% | 34 |
|
|
2017
Q4 | $4.84M | Sell |
59,514
-3,250
| -5% | -$264K | 1.4% | 27 |
|
|
2017
Q3 | $4.94M | Hold |
62,764
| – | – | 1.66% | 21 |
|
|
2017
Q2 | $4.94M | Buy |
62,764
+1,647
| +3% | +$130K | 1.62% | 21 |
|
|
2017
Q1 | $4.92M | Buy |
61,117
+175
| +0.3% | +$14.1K | 1.79% | 16 |
|
|
2016
Q4 | $5.76M | Sell |
60,942
-6,205
| -9% | -$587K | 2.17% | 8 |
|
|
2016
Q3 | $5.13M | Sell |
67,147
-940
| -1% | -$71.8K | 2.05% | 10 |
|
|
2016
Q2 | $4.43M | Sell |
68,087
-1,603
| -2% | -$104K | 1.8% | 19 |
|
|
2016
Q1 | $4.46M | Sell |
69,690
-300
| -0.4% | -$19.2K | 1.91% | 13 |
|
|
2015
Q4 | $3.93M | Sell |
69,990
-1,390
| -2% | -$78.1K | 1.72% | 15 |
|
|
2015
Q3 | $3.81M | Buy |
71,380
+400
| +0.6% | +$21.3K | 1.72% | 14 |
|
|
2015
Q2 | $3.81M | Sell |
70,980
-250
| -0.4% | -$13.4K | 1.66% | 17 |
|
|
2015
Q1 | $3.84M | Buy |
71,230
+580
| +0.8% | +$31.2K | 1.72% | 14 |
|
|
2014
Q4 | $3.91M | Sell |
70,650
-298
| -0.4% | -$16.5K | 1.75% | 15 |
|
|
2014
Q3 | $3.13M | Buy |
70,948
+650
| +0.9% | +$28.6K | 1.44% | 30 |
|
|
2014
Q2 | $3.39M | Buy |
70,298
+4,930
| +8% | +$238K | 1.56% | 25 |
|
|
2014
Q1 | $3.2M | Buy |
65,368
+100
| +0.2% | +$4.9K | 1.61% | 25 |
|
|
2013
Q4 | $3.35M | Buy |
65,268
+10,182
| +18% | +$523K | 1.85% | 20 |
|
|
2013
Q3 | $2.55M | Buy |
55,086
+1,850
| +3% | +$85.5K | 1.78% | 27 |
|
|
2013
Q2 | $2.41M | Buy |
+53,236
| New | +$2.41M | 1.76% | 26 |
|