NBT Bank’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
13,497
-250
| -2% | -$35.2K | 0.13% | 151 |
|
|
2025
Q1 | $1.6M | Sell |
13,747
-277
| -2% | -$32.3K | 0.12% | 167 |
|
|
2024
Q4 | $1.76M | Sell |
14,024
-1,263
| -8% | -$159K | 0.12% | 162 |
|
|
2024
Q3 | $1.59M | Sell |
15,287
-150
| -1% | -$15.6K | 0.11% | 177 |
|
|
2024
Q2 | $1.5M | Buy |
15,437
+8,404
| +119% | +$817K | 0.11% | 178 |
|
|
2024
Q1 | $662K | Sell |
7,033
-60
| -0.8% | -$5.65K | 0.05% | 242 |
|
|
2023
Q4 | $661K | Buy |
7,093
+51
| +0.7% | +$4.76K | 0.05% | 237 |
|
|
2023
Q3 | $575K | Buy |
7,042
+4,060
| +136% | +$332K | 0.06% | 208 |
|
|
2023
Q2 | $255K | Sell |
2,982
-325
| -10% | -$27.8K | 0.04% | 233 |
|
|
2023
Q1 | $290K | Buy |
3,307
+75
| +2% | +$6.59K | 0.04% | 215 |
|
|
2022
Q4 | $275K | Buy |
3,232
+300
| +10% | +$25.5K | 0.04% | 216 |
|
|
2022
Q3 | $232K | Hold |
2,932
| – | – | 0.04% | 211 |
|
|
2022
Q2 | $223K | Hold |
2,932
| – | – | 0.03% | 220 |
|
|
2022
Q1 | $256K | Hold |
2,932
| – | – | 0.03% | 218 |
|
|
2021
Q4 | $288K | Sell |
2,932
-271
| -8% | -$26.6K | 0.04% | 212 |
|
|
2021
Q3 | $312K | Hold |
3,203
| – | – | 0.04% | 202 |
|
|
2021
Q2 | $294K | Buy |
3,203
+12
| +0.4% | +$1.1K | 0.04% | 206 |
|
|
2021
Q1 | $248K | Hold |
3,191
| – | – | 0.04% | 212 |
|
|
2020
Q4 | $219K | Buy |
+3,191
| New | +$219K | 0.03% | 213 |
|