AssetMark Inc’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.6K | Buy |
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|
2025
Q1 | $56.3K | Hold |
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|
2024
Q4 | $52K | Sell |
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|
2024
Q3 | $55.8K | Buy |
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|
2024
Q2 | $43.7K | Hold |
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|
2024
Q1 | $44.5K | Hold |
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|
2023
Q4 | $44.4K | Hold |
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|
2023
Q3 | $42K | Hold |
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|
2023
Q2 | $49.6K | Hold |
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|
2023
Q1 | $50.5K | Hold |
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|
2022
Q4 | $51.8K | Hold |
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|
2022
Q3 | $43K | Hold |
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|
2022
Q2 | $51K | Buy |
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|
2022
Q1 | $11K | Sell |
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|
2021
Q4 | $52K | Buy |
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|
2021
Q3 | $51K | Hold |
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|
2021
Q2 | $53K | Hold |
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|
2021
Q1 | $58K | Sell |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $818K | Buy |
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|
2020
Q2 | $504K | Buy |
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|
2020
Q1 | $268K | Buy |
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|
2019
Q4 | $309K | Buy |
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|
2019
Q3 | $245K | Sell |
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|
2019
Q2 | $277K | Buy |
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|
2019
Q1 | $97K | Buy |
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|
2018
Q4 | $81K | Sell |
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|
2018
Q3 | $95K | Sell |
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|
2018
Q2 | $111K | Sell |
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|
2018
Q1 | $112K | Buy |
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|
2017
Q4 | $119K | Buy |
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|
2017
Q3 | $111K | Buy |
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|
2017
Q2 | $117K | Buy |
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|
2017
Q1 | $107K | Sell |
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|
2016
Q4 | $107K | Sell |
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|
2016
Q3 | $109K | Buy |
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|
2016
Q2 | $117K | Buy |
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|
2016
Q1 | $50K | Sell |
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|
2015
Q4 | $264K | Buy |
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|
2015
Q3 | $245K | Sell |
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|
2015
Q2 | $726K | Sell |
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|
2015
Q1 | $830K | Sell |
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|
2014
Q4 | $901K | Sell |
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|
2014
Q3 | $757K | Sell |
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|
2014
Q2 | $916K | Buy |
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|
2014
Q1 | $821K | Sell |
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|
2013
Q4 | $814K | Buy |
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|
2013
Q3 | $755K | Buy |
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