NBT Bank’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7K | Hold |
59
| – | – | ﹤0.01% | 721 |
|
|
2025
Q1 | $3.43K | Buy |
59
+1
| +2% | +$58 | ﹤0.01% | 729 |
|
|
2024
Q4 | $4.29K | Hold |
58
| – | – | ﹤0.01% | 710 |
|
|
2024
Q3 | $3.95K | Buy |
58
+1
| +2% | +$68 | ﹤0.01% | 748 |
|
|
2024
Q2 | $3.25K | Hold |
57
| – | – | ﹤0.01% | 525 |
|
|
2024
Q1 | $3.21K | Buy |
57
+1
| +2% | +$56 | ﹤0.01% | 527 |
|
|
2023
Q4 | $3.14K | Buy |
+56
| New | +$3.14K | ﹤0.01% | 521 |
|