Charles Schwab’s Norwood Financial Corp NWFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Buy |
24,286
+1,121
| +5% | +$28.9K | ﹤0.01% | 3057 |
|
|
2025
Q1 | $560K | Buy |
23,165
+2,628
| +13% | +$63.5K | ﹤0.01% | 3042 |
|
|
2024
Q4 | $559K | Hold |
20,537
| – | – | ﹤0.01% | 3113 |
|
|
2024
Q3 | $566K | Buy |
20,537
+600
| +3% | +$16.5K | ﹤0.01% | 3122 |
|
|
2024
Q2 | $506K | Hold |
19,937
| – | – | ﹤0.01% | 3192 |
|
|
2024
Q1 | $542K | Hold |
19,937
| – | – | ﹤0.01% | 2991 |
|
|
2023
Q4 | $656K | Hold |
19,937
| – | – | ﹤0.01% | 2973 |
|
|
2023
Q3 | $514K | Hold |
19,937
| – | – | ﹤0.01% | 3028 |
|
|
2023
Q2 | $589K | Buy |
+19,937
| New | +$589K | ﹤0.01% | 2971 |
|
|
2021
Q2 | – | Sell |
-15,369
| Closed | -$409K | – | 3499 |
|
|
2021
Q1 | $409K | Buy |
15,369
+1,616
| +12% | +$43K | ﹤0.01% | 3143 |
|
|
2020
Q4 | $360K | Hold |
13,753
| – | – | ﹤0.01% | 3099 |
|
|
2020
Q3 | $335K | Hold |
13,753
| – | – | ﹤0.01% | 2995 |
|
|
2020
Q2 | $341K | Hold |
13,753
| – | – | ﹤0.01% | 2982 |
|
|
2020
Q1 | $368K | Hold |
13,753
| – | – | ﹤0.01% | 2814 |
|
|
2019
Q4 | $535K | Hold |
13,753
| – | – | ﹤0.01% | 2795 |
|
|
2019
Q3 | $435K | Hold |
13,753
| – | – | ﹤0.01% | 2857 |
|
|
2019
Q2 | $479K | Sell |
13,753
-519
| -4% | -$18.1K | ﹤0.01% | 2832 |
|
|
2019
Q1 | $441K | Buy |
14,272
+1,802
| +14% | +$55.7K | ﹤0.01% | 2802 |
|
|
2018
Q4 | $412K | Hold |
12,470
| – | – | ﹤0.01% | 2835 |
|
|
2018
Q3 | $489K | Buy |
12,470
+2,270
| +22% | +$89K | ﹤0.01% | 2848 |
|
|
2018
Q2 | $368K | Hold |
10,200
| – | – | ﹤0.01% | 2895 |
|
|
2018
Q1 | $307K | Hold |
10,200
| – | – | ﹤0.01% | 2871 |
|
|
2017
Q4 | $337K | Hold |
10,200
| – | – | ﹤0.01% | 2837 |
|
|
2017
Q3 | $312K | Hold |
10,200
| – | – | ﹤0.01% | 2861 |
|
|
2017
Q2 | $288K | Buy |
+10,200
| New | +$288K | ﹤0.01% | 2887 |
|