NBT Bank’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.14M | Sell |
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|
2025
Q2 | $1.9M | Sell |
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|
2025
Q1 | $1.6M | Sell |
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|
2024
Q4 | $1.76M | Sell |
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|
2024
Q3 | $1.59M | Sell |
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|
2024
Q2 | $1.5M | Buy |
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|
2024
Q1 | $662K | Sell |
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|
2023
Q4 | $661K | Buy |
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|
2023
Q3 | $575K | Buy |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $275K | Buy |
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|
2022
Q3 | $232K | Hold |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $256K | Hold |
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|
2021
Q4 | $288K | Sell |
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|
2021
Q3 | $312K | Hold |
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|
2021
Q2 | $294K | Buy |
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|
2021
Q1 | $248K | Hold |
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|
2020
Q4 | $219K | Buy |
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