Atria Investments’s NorthWestern Energy NWE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$569K	Buy	11,097 +3,388	+44%	+$174K	0.01%	1349
2025 Q1	$446K	Buy	+7,709	New	+$446K	0.01%	1412
2024 Q4	–	Sell	-3,533	Closed	-$202K	–	1944
2024 Q3	$202K	Buy	+3,533	New	+$202K	﹤0.01%	1825