Cook Wealth’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 | – | Sell |
-10,477
| Closed | -$445K | – | 37 |
|
|
2025
Q1 | $445K | Hold |
10,477
| – | – | 0.22% | 35 |
|
|
2024
Q4 | $502K | Sell |
10,477
-350
| -3% | -$16.8K | 0.24% | 34 |
|
|
2024
Q3 | $492K | Hold |
10,827
| – | – | 0.25% | 34 |
|
|
2024
Q2 | $535K | Hold |
10,827
| – | – | 0.29% | 35 |
|
|
2024
Q1 | $395K | Hold |
10,827
| – | – | 0.24% | 35 |
|
|
2023
Q4 | $411K | Buy |
+10,827
| New | +$411K | 0.26% | 36 |
|