Atria Wealth Solutions’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 | $577K | Buy |
42,799
+30,332
| +243% | +$409K | 0.01% | 848 |
|
|
2025
Q1 | $150K | Hold |
12,467
| – | – | ﹤0.01% | 1752 |
|
|
2024
Q4 | $164K | Hold |
12,467
| – | – | ﹤0.01% | 1832 |
|
|
2024
Q3 | $167K | Sell |
12,467
-1,967
| -14% | -$26.3K | ﹤0.01% | 1800 |
|
|
2024
Q2 | $167K | Sell |
14,434
-1,966
| -12% | -$22.7K | ﹤0.01% | 1787 |
|
|
2024
Q1 | $191K | Hold |
16,400
| – | – | ﹤0.01% | 1822 |
|
|
2023
Q4 | $205K | Sell |
16,400
-500
| -3% | -$6.24K | ﹤0.01% | 1751 |
|
|
2023
Q3 | $173K | Hold |
16,900
| – | – | ﹤0.01% | 1722 |
|
|
2023
Q2 | $179K | Sell |
16,900
-4,000
| -19% | -$42.4K | ﹤0.01% | 1718 |
|
|
2023
Q1 | $251K | Hold |
20,900
| – | – | ﹤0.01% | 1515 |
|
|
2022
Q4 | $292K | Hold |
20,900
| – | – | ﹤0.01% | 1367 |
|
|
2022
Q3 | $282K | Hold |
20,900
| – | – | ﹤0.01% | 1328 |
|
|
2022
Q2 | $268K | Hold |
20,900
| – | – | 0.01% | 1247 |
|
|
2022
Q1 | $282K | Buy |
+20,900
| New | +$282K | ﹤0.01% | 1354 |
|