Carson Wealth (CWM LLC)’s NorthWestern Energy NWE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
4,004
+949
| +31% | +$48.6K | ﹤0.01% | 2151 |
|
|
2025
Q1 | $177K | Buy |
3,055
+842
| +38% | +$48.8K | ﹤0.01% | 2003 |
|
|
2024
Q4 | $118K | Buy |
2,213
+708
| +47% | +$37.8K | ﹤0.01% | 2177 |
|
|
2024
Q3 | $86K | Buy |
1,505
+513
| +52% | +$29.3K | ﹤0.01% | 2295 |
|
|
2024
Q2 | $50K | Buy |
992
+579
| +140% | +$29.2K | ﹤0.01% | 2477 |
|
|
2024
Q1 | $21K | Sell |
413
-714
| -63% | -$36.3K | ﹤0.01% | 2881 |
|
|
2023
Q4 | $57K | Buy |
1,127
+939
| +499% | +$47.5K | ﹤0.01% | 2090 |
|
|
2023
Q3 | $9K | Sell |
188
-101
| -35% | -$4.84K | ﹤0.01% | 3195 |
|
|
2023
Q2 | $16K | Buy |
289
+43
| +17% | +$2.38K | ﹤0.01% | 2788 |
|
|
2023
Q1 | $14K | Buy |
246
+91
| +59% | +$5.18K | ﹤0.01% | 2750 |
|
|
2022
Q4 | $9K | Buy |
155
+125
| +417% | +$7.26K | ﹤0.01% | 2869 |
|
|
2022
Q3 | $1K | Sell |
30
-181
| -86% | -$6.03K | ﹤0.01% | 3700 |
|
|
2022
Q2 | $12K | Sell |
211
-1
| -0.5% | -$57 | ﹤0.01% | 2467 |
|
|
2022
Q1 | $13K | Sell |
212
-20
| -9% | -$1.23K | ﹤0.01% | 2328 |
|
|
2021
Q4 | $13K | Buy |
+232
| New | +$13K | ﹤0.01% | 2206 |
|
|
2021
Q2 | $1.77M | Hold |
29,341
| – | – | 0.01% | 468 |
|
|
2021
Q1 | $1.77M | Hold |
29,341
| – | – | 0.01% | 468 |
|
|
2020
Q4 | $1.77M | Hold |
29,341
| – | – | 0.01% | 468 |
|
|
2020
Q3 | $1.77M | Hold |
29,341
| – | – | 0.01% | 468 |
|
|
2020
Q2 | $1.77M | Hold |
29,341
| – | – | 0.01% | 468 |
|
|
2020
Q1 | $1.77M | Hold |
29,341
| – | – | 0.01% | 468 |
|
|
2019
Q4 | $1.77M | Hold |
29,341
| – | – | 0.01% | 468 |
|
|
2019
Q3 | $1.77M | Hold |
29,341
| – | – | 0.01% | 468 |
|
|
2019
Q2 | $1.77M | Hold |
29,341
| – | – | 0.01% | 468 |
|
|
2019
Q1 | $1.77M | Buy |
29,341
+29,323
| +162,906% | +$1.77M | 0.01% | 468 |
|
|
2018
Q4 | $1K | Sell |
18
-20
| -53% | -$1.11K | ﹤0.01% | 1944 |
|
|
2018
Q3 | $2K | Buy |
38
+1
| +3% | +$53 | ﹤0.01% | 1539 |
|
|
2018
Q2 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 1396 |
|