NB
NBT Bank’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Sell |
35,786
-251
| -0.7% | -$20.1K | 0.2% | 114 |
|
|
2025
Q1 | $2.59M | Sell |
36,037
-8,252
| -19% | -$592K | 0.19% | 118 |
|
|
2024
Q4 | $3.11M | Sell |
44,289
-602
| -1% | -$42.3K | 0.22% | 104 |
|
|
2024
Q3 | $2.54M | Sell |
44,891
-1,586
| -3% | -$89.6K | 0.17% | 127 |
|
|
2024
Q2 | $2.76M | Buy |
46,477
+6,408
| +16% | +$381K | 0.2% | 117 |
|
|
2024
Q1 | $2.32M | Sell |
40,069
-3,234
| -7% | -$187K | 0.17% | 127 |
|
|
2023
Q4 | $2.13M | Buy |
43,303
+1,401
| +3% | +$69K | 0.17% | 130 |
|
|
2023
Q3 | $1.71M | Buy |
41,902
+4,092
| +11% | +$167K | 0.16% | 125 |
|
|
2023
Q2 | $1.61M | Sell |
37,810
-724
| -2% | -$30.9K | 0.23% | 109 |
|
|
2023
Q1 | $1.44M | Sell |
38,534
-1,805
| -4% | -$67.5K | 0.21% | 111 |
|
|
2022
Q4 | $1.67M | Sell |
40,339
-882
| -2% | -$36.4K | 0.24% | 101 |
|
|
2022
Q3 | $1.66M | Sell |
41,221
-226
| -0.5% | -$9.09K | 0.27% | 97 |
|
|
2022
Q2 | $1.62M | Buy |
41,447
+48
| +0.1% | +$1.88K | 0.25% | 101 |
|
|
2022
Q1 | $2.01M | Sell |
41,399
-890
| -2% | -$43.1K | 0.27% | 98 |
|
|
2021
Q4 | $2.03M | Sell |
42,289
-1,365
| -3% | -$65.5K | 0.26% | 98 |
|
|
2021
Q3 | $2.03M | Sell |
43,654
-888
| -2% | -$41.2K | 0.28% | 93 |
|
|
2021
Q2 | $2.02M | Sell |
44,542
-1,248
| -3% | -$56.5K | 0.28% | 96 |
|
|
2021
Q1 | $1.79M | Sell |
45,790
-1,855
| -4% | -$72.5K | 0.26% | 102 |
|
|
2020
Q4 | $1.44M | Sell |
47,645
-8,216
| -15% | -$248K | 0.22% | 110 |
|
|
2020
Q3 | $1.31M | Sell |
55,861
-5,897
| -10% | -$139K | 0.22% | 106 |
|
|
2020
Q2 | $1.58M | Sell |
61,758
-1,651
| -3% | -$42.3K | 0.28% | 93 |
|
|
2020
Q1 | $1.82M | Sell |
63,409
-1,465
| -2% | -$42K | 0.37% | 77 |
|
|
2019
Q4 | $3.49M | Buy |
64,874
+774
| +1% | +$41.7K | 0.55% | 58 |
|
|
2019
Q3 | $3.23M | Sell |
64,100
-3,092
| -5% | -$156K | 0.57% | 56 |
|
|
2019
Q2 | $3.18M | Sell |
67,192
-40,116
| -37% | -$1.9M | 0.57% | 55 |
|
|
2019
Q1 | $5.19M | Sell |
107,308
-4,519
| -4% | -$218K | 0.94% | 30 |
|
|
2018
Q4 | $5.15M | Sell |
111,827
-11,886
| -10% | -$548K | 0.83% | 32 |
|
|
2018
Q3 | $6.5M | Sell |
123,713
-5,578
| -4% | -$293K | 1.05% | 26 |
|
|
2018
Q2 | $7.17M | Sell |
129,291
-10,098
| -7% | -$560K | 1.28% | 21 |
|
|
2018
Q1 | $7.31M | Sell |
139,389
-334
| -0.2% | -$17.5K | 1.2% | 22 |
|
|
2017
Q4 | $8.48M | Sell |
139,723
-5,681
| -4% | -$345K | 1.34% | 19 |
|
|
2017
Q3 | $8.02M | Sell |
145,404
-10,195
| -7% | -$562K | 1.28% | 22 |
|
|
2017
Q2 | $8.62M | Sell |
155,599
-3,211
| -2% | -$178K | 1.4% | 18 |
|
|
2017
Q1 | $8.84M | Sell |
158,810
-1,472
| -0.9% | -$81.9K | 1.47% | 17 |
|
|
2016
Q4 | $8.83M | Sell |
160,282
-15,602
| -9% | -$860K | 1.52% | 18 |
|
|
2016
Q3 | $7.79M | Buy |
175,884
+6,221
| +4% | +$275K | 1.36% | 20 |
|
|
2016
Q2 | $8.03M | Sell |
169,663
-1,277
| -0.7% | -$60.4K | 1.4% | 19 |
|
|
2016
Q1 | $8.27M | Sell |
170,940
-375
| -0.2% | -$18.1K | 1.45% | 17 |
|
|
2015
Q4 | $9.31M | Sell |
171,315
-248
| -0.1% | -$13.5K | 1.67% | 16 |
|
|
2015
Q3 | $8.81M | Sell |
171,563
-6,283
| -4% | -$323K | 1.64% | 15 |
|
|
2015
Q2 | $10M | Sell |
177,846
-1,990
| -1% | -$112K | 1.63% | 15 |
|
|
2015
Q1 | $9.78M | Buy |
179,836
+1,218
| +0.7% | +$66.3K | 1.56% | 17 |
|
|
2014
Q4 | $9.79M | Buy |
178,618
+843
| +0.5% | +$46.2K | 1.53% | 17 |
|
|
2014
Q3 | $9.22M | Sell |
177,775
-5,734
| -3% | -$297K | 1.48% | 16 |
|
|
2014
Q2 | $9.65M | Sell |
183,509
-17,228
| -9% | -$906K | 1.46% | 17 |
|
|
2014
Q1 | $9.98M | Sell |
200,737
-2,728
| -1% | -$136K | 1.45% | 16 |
|
|
2013
Q4 | $9.24M | Buy |
203,465
+7,221
| +4% | +$328K | 1.32% | 18 |
|
|
2013
Q3 | $8.11M | Buy |
196,244
+25,916
| +15% | +$1.07M | 1.21% | 20 |
|
|
2013
Q2 | $7.03M | Buy |
+170,328
| New | +$7.03M | 1.06% | 27 |
|