AE Wealth Management’s Newell Brands NWL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-317,471
| Closed | -$1.97M | – | 2224 |
|
2025
Q1 | $1.97M | Buy |
317,471
+125,944
| +66% | +$781K | 0.02% | 532 |
|
2024
Q4 | $1.91M | Buy |
191,527
+180,855
| +1,695% | +$1.8M | 0.02% | 535 |
|
2024
Q3 | $82K | Sell |
10,672
-46,706
| -81% | -$359K | ﹤0.01% | 1215 |
|
2024
Q2 | $368K | Sell |
57,378
-950,766
| -94% | -$6.09M | ﹤0.01% | 971 |
|
2024
Q1 | $8.1M | Sell |
1,008,144
-126,209
| -11% | -$1.01M | 0.09% | 238 |
|
2023
Q4 | $9.86M | Sell |
1,134,353
-238,645
| -17% | -$2.07M | 0.05% | 398 |
|
2023
Q3 | $12.4M | Sell |
1,372,998
-106,625
| -7% | -$963K | 0.07% | 328 |
|
2023
Q2 | $12.9M | Buy |
1,479,623
+1,469,522
| +14,548% | +$12.8M | 0.08% | 314 |
|
2023
Q1 | $126K | Buy |
+10,101
| New | +$126K | ﹤0.01% | 1770 |
|
2022
Q4 | – | Sell |
-46,792
| Closed | -$650K | – | 1879 |
|
2022
Q3 | $650K | Sell |
46,792
-51,524
| -52% | -$716K | 0.01% | 1109 |
|
2022
Q2 | $1.87M | Buy |
98,316
+37,550
| +62% | +$715K | 0.02% | 691 |
|
2022
Q1 | $1.3M | Sell |
60,766
-1,282
| -2% | -$27.4K | 0.01% | 835 |
|
2021
Q4 | $1.36M | Sell |
62,048
-8,710
| -12% | -$190K | 0.01% | 825 |
|
2021
Q3 | $1.57M | Sell |
70,758
-3,900
| -5% | -$86.4K | 0.01% | 723 |
|
2021
Q2 | $2.05M | Sell |
74,658
-1,310
| -2% | -$36K | 0.02% | 632 |
|
2021
Q1 | $2.03M | Sell |
75,968
-2,835
| -4% | -$75.9K | 0.02% | 561 |
|
2020
Q4 | $1.67M | Sell |
78,803
-3,426
| -4% | -$72.7K | 0.02% | 549 |
|
2020
Q3 | $1.41M | Sell |
82,229
-1,700
| -2% | -$29.2K | 0.02% | 525 |
|
2020
Q2 | $1.33M | Sell |
83,929
-379
| -0.4% | -$6.02K | 0.02% | 523 |
|
2020
Q1 | $1.12M | Buy |
84,308
+6,652
| +9% | +$88.4K | 0.03% | 449 |
|
2019
Q4 | $1.49M | Buy |
77,656
+636
| +0.8% | +$12.2K | 0.03% | 428 |
|
2019
Q3 | $1.44M | Buy |
77,020
+6,242
| +9% | +$117K | 0.04% | 347 |
|
2019
Q2 | $1.09M | Buy |
+70,778
| New | +$1.09M | 0.03% | 386 |
|