Bartlett & Co Wealth Management’s NBT Bancorp NBTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.73K	Hold	138	–	–	﹤0.01%	980
2025 Q1	$5.92K	Hold	138	–	–	﹤0.01%	968
2024 Q4	$6.59K	Hold	138	–	–	﹤0.01%	944
2024 Q3	$6.1K	Hold	138	–	–	﹤0.01%	960
2024 Q2	$5.33K	Hold	138	–	–	﹤0.01%	978
2024 Q1	$5.06K	Hold	138	–	–	﹤0.01%	973
2023 Q4	$5.94K	Hold	138	–	–	﹤0.01%	1063
2023 Q3	$4.37K	Hold	138	–	–	﹤0.01%	1008
2023 Q2	$4.4K	Hold	138	–	–	﹤0.01%	1002
2023 Q1	$4.65K	Hold	138	–	–	﹤0.01%	904
2022 Q4	$5.99K	Hold	138	–	–	﹤0.01%	895
2022 Q3	$5.24K	Hold	138	–	–	﹤0.01%	917
2022 Q2	$5.19K	Hold	138	–	–	﹤0.01%	1003
2022 Q1	$4.99K	Buy	+138	New	+$4.99K	﹤0.01%	917
2021 Q4	–	Sell	-288	Closed	-$10.4K	–	706
2021 Q3	$10.4K	Hold	288	–	–	﹤0.01%	693
2021 Q2	$10.4K	Hold	288	–	–	﹤0.01%	683
2021 Q1	$11.5K	Hold	288	–	–	﹤0.01%	716
2020 Q4	$9.25K	Hold	288	–	–	﹤0.01%	736
2020 Q3	$7.72K	Hold	288	–	–	﹤0.01%	701
2020 Q2	$8.86K	Hold	288	–	–	﹤0.01%	692
2020 Q1	$9.33K	Hold	288	–	–	﹤0.01%	666
2019 Q4	$11.7K	Hold	288	–	–	﹤0.01%	712
2019 Q3	$10.5K	Hold	288	–	–	﹤0.01%	731
2019 Q2	$10.8K	Hold	288	–	–	﹤0.01%	581
2019 Q1	$10.4K	Hold	288	–	–	﹤0.01%	577
2018 Q4	$9.96K	Hold	288	–	–	﹤0.01%	584
2018 Q3	$11.1K	Hold	288	–	–	﹤0.01%	597
2018 Q2	$11K	Sell	288 -200	-41%	-$7.63K	﹤0.01%	590
2018 Q1	$17.3K	Buy	+488	New	+$17.3K	﹤0.01%	549