Bailard’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
Q3 | $592K | Buy |
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|
2025
Q2 | $451K | Hold |
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|
2025
Q1 | $509K | Buy |
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|
2024
Q4 | $438K | Hold |
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|
2024
Q3 | $469K | Hold |
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|
2024
Q2 | $411K | Hold |
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|
2024
Q1 | $418K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $265K | Hold |
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|
2022
Q1 | $272K | Hold |
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|
2021
Q4 | $257K | Hold |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $271K | Sell |
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|
2021
Q1 | $302K | Buy |
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|
2020
Q4 | $253K | Buy |
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|
2020
Q3 | $204K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $431K | Sell |
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|
2019
Q4 | $595K | Sell |
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|
2019
Q3 | $961K | Hold |
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|
2019
Q2 | $924K | Hold |
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|
2019
Q1 | $901K | Hold |
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|
2018
Q4 | $761K | Sell |
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|
2018
Q3 | $985K | Hold |
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|
2018
Q2 | $962K | Hold |
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|
2018
Q1 | $904K | Buy |
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|
2017
Q4 | $830K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $575K | Buy |
|