Carson Wealth (CWM LLC)’s NBT Bancorp NBTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Sell |
18,636
-658
| -3% | -$27.3K | ﹤0.01% | 1392 |
|
|
2025
Q1 | $828K | Sell |
19,294
-2,094
| -10% | -$89.9K | ﹤0.01% | 1237 |
|
|
2024
Q4 | $1.02M | Sell |
21,388
-1,416
| -6% | -$67.6K | ﹤0.01% | 1072 |
|
|
2024
Q3 | $1.01M | Sell |
22,804
-1,171
| -5% | -$51.8K | ﹤0.01% | 1024 |
|
|
2024
Q2 | $925K | Sell |
23,975
-2,466
| -9% | -$95.1K | ﹤0.01% | 935 |
|
|
2024
Q1 | $970K | Sell |
26,441
-1,644
| -6% | -$60.3K | ﹤0.01% | 865 |
|
|
2023
Q4 | $1.18M | Sell |
28,085
-2,702
| -9% | -$113K | 0.01% | 734 |
|
|
2023
Q3 | $976K | Sell |
30,787
-1,410
| -4% | -$44.7K | 0.01% | 764 |
|
|
2023
Q2 | $1.03M | Sell |
32,197
-1,735
| -5% | -$55.2K | 0.01% | 705 |
|
|
2023
Q1 | $1.14M | Buy |
33,932
+236
| +0.7% | +$7.96K | 0.01% | 628 |
|
|
2022
Q4 | $1.46M | Buy |
33,696
+132
| +0.4% | +$5.73K | 0.01% | 505 |
|
|
2022
Q3 | $1.27M | Sell |
33,564
-1,284
| -4% | -$48.7K | 0.01% | 495 |
|
|
2022
Q2 | $1.31M | Sell |
34,848
-1,507
| -4% | -$56.7K | 0.01% | 497 |
|
|
2022
Q1 | $1.31M | Buy |
36,355
+36,259
| +37,770% | +$1.31M | 0.01% | 496 |
|
|
2021
Q4 | $4K | Buy |
+96
| New | +$4K | ﹤0.01% | 2847 |
|