Wealth Enhancement Advisory Services’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14M | Buy |
94,317
+4,789
| +5% | +$210K | 0.01% | 983 |
|
|
2025
Q1 | $3.84M | Sell |
89,528
-19,143
| -18% | -$821K | 0.01% | 921 |
|
|
2024
Q4 | $5.19M | Sell |
108,671
-35,971
| -25% | -$1.72M | 0.01% | 784 |
|
|
2024
Q3 | $6.4M | Buy |
144,642
+5,235
| +4% | +$232K | 0.01% | 652 |
|
|
2024
Q2 | $5.38M | Sell |
139,407
-8
| -0% | -$309 | 0.01% | 664 |
|
|
2024
Q1 | $5.11M | Sell |
139,415
-120
| -0.1% | -$4.4K | 0.01% | 652 |
|
|
2023
Q4 | $5.85M | Buy |
139,535
+23
| +0% | +$964 | 0.02% | 571 |
|
|
2023
Q3 | $4.42M | Buy |
+139,512
| New | +$4.42M | 0.01% | 615 |
|