BSW Wealth Partners’s Nomura Holdings NMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Sell |
77,363
-1,997
| -3% | -$13.1K | 0.07% | 159 |
|
|
2025
Q1 | $488K | Buy |
79,360
+2,327
| +3% | +$14.3K | 0.07% | 158 |
|
|
2024
Q4 | $446K | Buy |
77,033
+1,078
| +1% | +$6.24K | 0.07% | 180 |
|
|
2024
Q3 | $396K | Sell |
75,955
-11,113
| -13% | -$58K | 0.06% | 183 |
|
|
2024
Q2 | $503K | Buy |
87,068
+4,374
| +5% | +$25.3K | 0.08% | 132 |
|
|
2024
Q1 | $531K | Buy |
82,694
+28,510
| +53% | +$183K | 0.09% | 132 |
|
|
2023
Q4 | $244K | Buy |
54,184
+12,588
| +30% | +$56.8K | 0.05% | 234 |
|
|
2023
Q3 | $167K | Sell |
41,596
-29,454
| -41% | -$118K | 0.04% | 236 |
|
|
2023
Q2 | $272K | Buy |
71,050
+414
| +0.6% | +$1.59K | 0.06% | 202 |
|
|
2023
Q1 | $268K | Sell |
70,636
-2,500
| -3% | -$9.5K | 0.06% | 237 |
|
|
2022
Q4 | $274K | Buy |
+73,136
| New | +$274K | 0.06% | 234 |
|
|
2022
Q3 | – | Sell |
-37,542
| Closed | -$134K | – | 289 |
|
|
2022
Q2 | $134K | Buy |
37,542
+3,861
| +11% | +$13.8K | 0.03% | 266 |
|
|
2022
Q1 | $142K | Buy |
33,681
+13,910
| +70% | +$58.6K | 0.04% | 282 |
|
|
2021
Q4 | $86K | Buy |
+19,771
| New | +$86K | 0.02% | 256 |
|
|
2020
Q3 | – | Sell |
-20,385
| Closed | -$91K | – | 161 |
|
|
2020
Q2 | $91K | Sell |
20,385
-358
| -2% | -$1.6K | 0.03% | 139 |
|
|
2020
Q1 | $89K | Sell |
20,743
-926
| -4% | -$3.97K | 0.04% | 108 |
|
|
2019
Q4 | $112K | Hold |
21,669
| – | – | 0.04% | 123 |
|
|
2019
Q3 | $92K | Buy |
21,669
+6,192
| +40% | +$26.3K | 0.04% | 113 |
|
|
2019
Q2 | $55K | Buy |
+15,477
| New | +$55K | 0.02% | 119 |
|