Caldwell Trust’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
Q4 | $1.16K | Hold |
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|
2025
Q3 | $1.05K | Hold |
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|
2025
Q2 | $923 | Hold |
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|
2025
Q1 | $1.04K | Sell |
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|
2024
Q4 | $1.02K | Hold |
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|
2024
Q3 | $1.09K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $786 | Hold |
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|
2021
Q4 | $743 | Hold |
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|
2021
Q3 | $745 | Hold |
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|
2021
Q2 | $783 | Buy |
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