Caldwell Trust’s NBT Bancorp NBTB Stock Holding History

Caldwell Trust’s Portfolio NBTB Stock Details NBTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$15.5K	Hold	372
2025 Q1	$16K	Hold	372
2024 Q4	$17.8K	Hold	372
2024 Q3	$16.5K	Hold	372
2024 Q2	$14.4K	Hold	372
2024 Q1	$13.6K	Hold	372
2023 Q4	$15.6K	Hold	372
2023 Q3	$11.8K	Buy	+372