AE Wealth Management’s Northwest Bancshares NWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Sell |
11,533
-2,249
| -16% | -$28.7K | ﹤0.01% | 1378 |
|
|
2025
Q1 | $166K | Sell |
13,782
-2,236
| -14% | -$26.9K | ﹤0.01% | 1325 |
|
|
2024
Q4 | $211K | Buy |
16,018
+1,020
| +7% | +$13.5K | ﹤0.01% | 1253 |
|
|
2024
Q3 | $201K | Buy |
+14,998
| New | +$201K | ﹤0.01% | 1184 |
|
|
2024
Q1 | – | Sell |
-38,690
| Closed | -$502K | – | 1714 |
|
|
2023
Q4 | $502K | Buy |
+38,690
| New | +$502K | ﹤0.01% | 1433 |
|
|
2023
Q1 | – | Sell |
-46,127
| Closed | -$645K | – | 1962 |
|
|
2022
Q4 | $645K | Sell |
46,127
-2,589
| -5% | -$36.2K | ﹤0.01% | 1173 |
|
|
2022
Q3 | $658K | Buy |
+48,716
| New | +$658K | 0.01% | 1105 |
|