Carson Wealth (CWM LLC)’s Northern Trust NTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.92M | Buy |
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|
2025
Q2 | $1.68M | Sell |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $812K | Buy |
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|
2024
Q1 | $590K | Sell |
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|
2023
Q4 | $765K | Buy |
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|
2023
Q3 | $508K | Buy |
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|
2023
Q2 | $491K | Sell |
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|
2023
Q1 | $593K | Buy |
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|
2022
Q4 | $579K | Sell |
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|
2022
Q3 | $575K | Sell |
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|
2022
Q2 | $653K | Buy |
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|
2022
Q1 | $661K | Buy |
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|
2021
Q4 | $654K | Buy |
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|
2021
Q2 | $4.21M | Hold |
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|
2021
Q1 | $4.21M | Hold |
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|
2020
Q4 | $4.21M | Hold |
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|
2020
Q3 | $4.21M | Hold |
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|
2020
Q2 | $4.21M | Hold |
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|
2020
Q1 | $4.21M | Hold |
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|
2019
Q4 | $4.21M | Hold |
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|
2019
Q3 | $4.21M | Hold |
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|
2019
Q2 | $4.21M | Hold |
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|
2019
Q1 | $4.21M | Buy |
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|
2018
Q4 | $214K | Buy |
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|
2018
Q3 | $28K | Buy |
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|
2018
Q2 | $25K | Buy |
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|
2018
Q1 | $21K | Hold |
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|
2017
Q4 | $20K | Hold |
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|
2017
Q3 | $18K | Hold |
|
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|
2017
Q2 | $19K | Hold |
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|
2017
Q1 | $17K | Hold |
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|
2016
Q4 | $18K | Hold |
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|
2016
Q3 | $14K | Sell |
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|
2016
Q2 | $19K | Sell |
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|
2016
Q1 | $8.68M | Buy |
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|
2015
Q4 | $2K | Buy |
|