Caldwell Trust’s NorthWestern Energy NWE Stock Holding History

Caldwell Trust’s Portfolio NWE Stock Details NWE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$923	Hold	18
2025 Q1	$1.04K	Sell	18 -1
2024 Q4	$1.02K	Hold	19
2024 Q3	$1.09K	Buy	+19
2022 Q2	–	Sell	-13
2022 Q1	$786	Hold	13
2021 Q4	$743	Hold	13
2021 Q3	$745	Hold	13
2021 Q2	$783	Buy	+13