Pinnacle Wealth Planning Services’s Bank of N.T. Butterfield & Son NTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
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|
2025
Q1 | $249K | Buy |
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|
2024
Q4 | $232K | Sell |
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|
2024
Q3 | $335K | Sell |
|
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|
2024
Q2 | $319K | Hold |
|
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|
2024
Q1 | $291K | Hold |
|
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|
2023
Q4 | $291K | Hold |
|
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|
2023
Q3 | $246K | Hold |
|
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|
2023
Q2 | $248K | Hold |
|
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|
2023
Q1 | $245K | Sell |
|
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|
2022
Q4 | $272K | Hold |
|
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|
2022
Q3 | $296K | Sell |
|
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|
2022
Q2 | $288K | Sell |
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|
2022
Q1 | $422K | Sell |
|
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|
2021
Q4 | $457K | Sell |
|
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|
2021
Q3 | $431K | Buy |
|
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|
2021
Q2 | $348K | Buy |
|
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|
2021
Q1 | $371K | Buy |
|
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|
2020
Q4 | $297K | Hold |
|
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|
2020
Q3 | $212K | Hold |
|
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|
2020
Q2 | $233K | Buy |
|