Asset Planning Inc’s Nordstrom JWN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-440
Closed -$10.8K 296
2025
Q1
$10.8K Buy
440
+3
+0.7% +$73 0.01% 237
2024
Q4
$10.5K Buy
+437
New +$10.1K 0.01% 240

Other funds holding JWN

Asset Planning Inc's JWN Position: Q2 2025 in Review

Asset Planning Inc sold out of Nordstrom (JWN) in Q2 2025, closing a stake of 440 shares — an estimated $10.8K sold.

Asset Planning Inc first reported a position in JWN in Q4 2024 and held it in 2 quarters. The position peaked at $10.8K in Q1 2025. 5 funds tracked by Wall St. Rank hold JWN as of Q2 2025.

  • Asset Planning Inc reported no remaining Nordstrom position as of Q2 2025 after selling out during the quarter.
  • Asset Planning Inc sold 440 Nordstrom shares in Q2 2025, an estimated $10.8K.
  • Asset Planning Inc first reported a position in Nordstrom in Q4 2024 and held it in 2 quarters.
  • Asset Planning Inc's Nordstrom position peaked at $10.8K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Nordstrom as of Q2 2025.

Based on Asset Planning Inc's 13F filing for Q2 2025, filed 25 Jul 2025.