Zurich Cantonal Bank’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $980K | Buy |
16,707
+129
| +0.8% | +$7.89K | ﹤0.01% | 1444 |
|
|
2025
Q4 | $952K | Hold |
16,578
| – | – | ﹤0.01% | 1378 |
|
|
2025
Q3 | $972K | Buy |
16,578
+971
| +6% | +$56.2K | ﹤0.01% | 1301 |
|
|
2025
Q2 | $888K | Buy |
15,607
+1,333
| +9% | +$74K | ﹤0.01% | 1293 |
|
|
2025
Q1 | $812K | Hold |
14,274
| – | – | ﹤0.01% | 1291 |
|
|
2024
Q4 | $880K | Buy |
14,274
+2,052
| +17% | +$131K | ﹤0.01% | 1258 |
|
|
2024
Q3 | $710K | Buy |
12,222
+2,748
| +29% | +$157K | ﹤0.01% | 1321 |
|
|
2024
Q2 | $447K | Hold |
9,474
| – | – | ﹤0.01% | 1559 |
|
|
2024
Q1 | $455K | Sell |
9,474
-3,170
| -25% | -$148K | ﹤0.01% | 1526 |
|
|
2023
Q4 | $659K | Buy |
12,644
+4,129
| +48% | +$186K | ﹤0.01% | 1328 |
|
|
2023
Q3 | $359K | Buy |
8,515
+1,372
| +19% | +$65K | ﹤0.01% | 1607 |
|
|
2023
Q2 | $335K | Hold |
7,143
| – | – | ﹤0.01% | 1600 |
|
|
2023
Q1 | $375K | Buy |
7,143
+857
| +14% | +$50.2K | ﹤0.01% | 1468 |
|
|
2022
Q4 | $396K | Sell |
6,286
-1,511
| -19% | -$94.5K | ﹤0.01% | 1393 |
|
|
2022
Q3 | $468K | Buy |
7,797
+950
| +14% | +$62.6K | ﹤0.01% | 1234 |
|
|
2022
Q2 | $433K | Hold |
6,847
| – | – | ﹤0.01% | 1313 |
|
|
2022
Q1 | $480K | Hold |
6,847
| – | – | ﹤0.01% | 1344 |
|
|
2021
Q4 | $510K | Buy |
6,847
+1,542
| +29% | +$112K | ﹤0.01% | 1429 |
|
|
2021
Q3 | $363K | Hold |
5,305
| – | – | ﹤0.01% | 1505 |
|
|
2021
Q2 | $401K | Sell |
5,305
-441
| -8% | -$34.7K | ﹤0.01% | 1362 |
|
|
2021
Q1 | $441K | Sell |
5,746
-441
| -7% | -$31.7K | ﹤0.01% | 1310 |
|
|
2020
Q4 | $386K | Buy |
6,187
+599
| +11% | +$36.8K | ﹤0.01% | 1424 |
|
|
2020
Q3 | $304K | Hold |
5,588
| – | – | ﹤0.01% | 1332 |
|
|
2020
Q2 | $319K | Buy |
5,588
+555
| +11% | +$32.6K | ﹤0.01% | 1241 |
|
|
2020
Q1 | $296K | Buy |
5,033
+1,908
| +61% | +$124K | ﹤0.01% | 1049 |
|
|
2019
Q4 | $222K | Buy |
3,125
+255
| +9% | +$17.1K | ﹤0.01% | 1281 |
|
|
2019
Q3 | $177K | Hold |
2,870
| – | – | ﹤0.01% | 1302 |
|
|
2019
Q2 | $189K | Hold |
2,870
| – | – | ﹤0.01% | 1256 |
|
|
2019
Q1 | $172K | Sell |
2,870
-437
| -13% | -$27K | ﹤0.01% | 1260 |
|
|
2018
Q4 | $193K | Hold |
3,307
| – | – | ﹤0.01% | 1222 |
|
|
2018
Q3 | $202K | Buy |
3,307
+294
| +10% | +$18.7K | ﹤0.01% | 1298 |
|
|
2018
Q2 | $178K | Sell |
3,013
-325
| -10% | -$19K | ﹤0.01% | 1305 |
|
|
2018
Q1 | $179K | Buy |
3,338
+613
| +22% | +$33.4K | ﹤0.01% | 1257 |
|
|
2017
Q4 | $146K | Buy |
2,725
+645
| +31% | +$35.1K | ﹤0.01% | 1370 |
|
|
2017
Q3 | $115K | Hold |
2,080
| – | – | ﹤0.01% | 1306 |
|
|
2017
Q2 | $116K | Buy |
2,080
+174
| +9% | +$9.63K | ﹤0.01% | 1275 |
|
|
2017
Q1 | $105K | Buy |
1,906
+733
| +62% | +$42.8K | ﹤0.01% | 1319 |
|
|
2016
Q4 | $72K | Hold |
1,173
| – | – | ﹤0.01% | 1498 |
|
|
2016
Q3 | $56K | Buy |
1,173
+161
| +16% | +$7.27K | ﹤0.01% | 1568 |
|
|
2016
Q2 | $42K | Hold |
1,012
| – | – | ﹤0.01% | 1579 |
|
|
2016
Q1 | $39K | Hold |
1,012
| – | – | ﹤0.01% | 1549 |
|
|
2015
Q4 | $40K | Buy |
1,012
+671
| +197% | +$27.2K | ﹤0.01% | 1561 |
|
|
2015
Q3 | $13K | Buy |
341
+208
| +156% | +$7.72K | ﹤0.01% | 1724 |
|
|
2015
Q2 | $5K | Hold |
133
| – | – | ﹤0.01% | 1900 |
|
|
2015
Q1 | $5K | Buy |
+133
| New | +$4.7K | ﹤0.01% | 1866 |
|
Other funds holding CBU
VPM
VCM
