CM Wealth Advisors’s Newell Brands NWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.9K | Sell |
16,100
-11,300
| -41% | -$61K | 0.03% | 82 |
|
|
2025
Q1 | $170K | Hold |
27,400
| – | – | 0.05% | 86 |
|
|
2024
Q4 | $273K | Hold |
27,400
| – | – | 0.09% | 72 |
|
|
2024
Q3 | $210K | Hold |
27,400
| – | – | 0.07% | 84 |
|
|
2024
Q2 | $176K | Buy |
+27,400
| New | +$176K | 0.08% | 75 |
|
|
2024
Q1 | – | Sell |
-27,400
| Closed | -$238K | – | 190 |
|
|
2023
Q4 | $238K | Hold |
27,400
| – | – | 0.1% | 68 |
|
|
2023
Q3 | $202K | Buy |
27,400
+3,700
| +16% | +$27.2K | 0.08% | 76 |
|
|
2023
Q2 | $262K | Sell |
23,700
-3,700
| -14% | -$40.8K | 0.09% | 124 |
|
|
2023
Q1 | $325K | Buy |
27,400
+3,700
| +16% | +$43.9K | 0.06% | 306 |
|
|
2022
Q4 | $310K | Sell |
23,700
-3,700
| -14% | -$48.4K | 0.16% | 53 |
|
|
2022
Q3 | $381M | Buy |
27,400
+3,700
| +16% | +$51.4M | 0.21% | 49 |
|
|
2022
Q2 | $451K | Buy |
+23,700
| New | +$451K | 0.28% | 44 |
|