Carson Wealth (CWM LLC)’s Northwest Bancshares NWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Buy |
30,544
+1,032
| +3% | +$13.2K | ﹤0.01% | 1708 |
|
|
2025
Q1 | $355K | Buy |
29,512
+17,794
| +152% | +$214K | ﹤0.01% | 1591 |
|
|
2024
Q4 | $155K | Buy |
11,718
+821
| +8% | +$10.9K | ﹤0.01% | 1992 |
|
|
2024
Q3 | $146K | Buy |
10,897
+3,702
| +51% | +$49.6K | ﹤0.01% | 1944 |
|
|
2024
Q2 | $83K | Buy |
7,195
+2,249
| +45% | +$25.9K | ﹤0.01% | 2103 |
|
|
2024
Q1 | $58K | Buy |
4,946
+28
| +0.6% | +$328 | ﹤0.01% | 2206 |
|
|
2023
Q4 | $61K | Buy |
4,918
+3,059
| +165% | +$37.9K | ﹤0.01% | 2049 |
|
|
2023
Q3 | $19K | Buy |
1,859
+796
| +75% | +$8.14K | ﹤0.01% | 2718 |
|
|
2023
Q2 | $11K | Sell |
1,063
-91
| -8% | -$942 | ﹤0.01% | 3023 |
|
|
2023
Q1 | $14K | Buy |
1,154
+38
| +3% | +$461 | ﹤0.01% | 2751 |
|
|
2022
Q4 | $16K | Buy |
1,116
+243
| +28% | +$3.48K | ﹤0.01% | 2518 |
|
|
2022
Q3 | $12K | Buy |
873
+271
| +45% | +$3.73K | ﹤0.01% | 2576 |
|
|
2022
Q2 | $8K | Sell |
602
-1,928
| -76% | -$25.6K | ﹤0.01% | 2714 |
|
|
2022
Q1 | $34K | Buy |
2,530
+1,406
| +125% | +$18.9K | ﹤0.01% | 1790 |
|
|
2021
Q4 | $16K | Buy |
+1,124
| New | +$16K | ﹤0.01% | 2108 |
|