Carson Wealth (CWM LLC)’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $764K | Sell |
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|
2025
Q2 | $774K | Sell |
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|
2025
Q1 | $828K | Sell |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $925K | Sell |
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|
2024
Q1 | $970K | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $976K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $1.27M | Sell |
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|
2022
Q2 | $1.31M | Sell |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $4K | Buy |
|