Avantax Advisory Services’s Northwest Natural Holdings NWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
51,559
+2,124
| +4% | +$84.4K | 0.01% | 785 |
|
|
2025
Q1 | $2.11M | Buy |
49,435
+811
| +2% | +$34.6K | 0.01% | 710 |
|
|
2024
Q4 | $1.92M | Buy |
48,624
+4,655
| +11% | +$184K | 0.01% | 727 |
|
|
2024
Q3 | $1.79M | Buy |
43,969
+3,893
| +10% | +$159K | 0.01% | 757 |
|
|
2024
Q2 | $1.45M | Buy |
40,076
+12,271
| +44% | +$443K | 0.01% | 799 |
|
|
2024
Q1 | $1.03M | Buy |
27,805
+702
| +3% | +$26.1K | 0.01% | 732 |
|
|
2023
Q4 | $1.06M | Sell |
27,103
-3,055
| -10% | -$119K | 0.01% | 688 |
|
|
2023
Q3 | $1.15M | Hold |
30,158
| – | – | 0.01% | 626 |
|
|
2023
Q2 | $1.3M | Hold |
30,158
| – | – | 0.01% | 592 |
|
|
2023
Q1 | $1.43M | Sell |
30,158
-699
| -2% | -$33.2K | 0.02% | 544 |
|
|
2022
Q4 | $1.47M | Buy |
30,857
+3,960
| +15% | +$188K | 0.02% | 508 |
|
|
2022
Q3 | $1.17M | Sell |
26,897
-138
| -0.5% | -$5.99K | 0.02% | 514 |
|
|
2022
Q2 | $1.44M | Buy |
27,035
+9,095
| +51% | +$483K | 0.02% | 457 |
|
|
2022
Q1 | $930K | Buy |
17,940
+5,483
| +44% | +$284K | 0.01% | 559 |
|
|
2021
Q4 | $608K | Buy |
12,457
+1,130
| +10% | +$55.2K | 0.01% | 695 |
|
|
2021
Q3 | $520K | Buy |
11,327
+4,459
| +65% | +$205K | 0.01% | 712 |
|
|
2021
Q2 | $363K | Buy |
6,868
+50
| +0.7% | +$2.64K | 0.01% | 828 |
|
|
2021
Q1 | $368K | Buy |
6,818
+547
| +9% | +$29.5K | 0.01% | 720 |
|
|
2020
Q4 | $286K | Buy |
+6,271
| New | +$286K | 0.01% | 744 |
|
|
2020
Q3 | – | Sell |
-4,127
| Closed | -$229K | – | 1390 |
|
|
2020
Q2 | $229K | Buy |
4,127
+796
| +24% | +$44.2K | 0.01% | 735 |
|
|
2020
Q1 | $205K | Buy |
3,331
+1
| +0% | +$62 | 0.01% | 713 |
|
|
2019
Q4 | $246K | Buy |
+3,330
| New | +$246K | 0.01% | 707 |
|