Creative Planning’s Northwest Bancshares NWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Buy |
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|
2025
Q1 | $148K | Sell |
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|
2024
Q4 | $178K | Buy |
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|
2024
Q3 | $170K | Buy |
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|
2024
Q2 | $137K | Sell |
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|
2024
Q1 | $139K | Buy |
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|
2023
Q4 | $147K | Hold |
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|
2023
Q3 | $121K | Sell |
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|
2023
Q2 | $131K | Sell |
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|
2023
Q1 | $152K | Sell |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $266K | Buy |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $163K | Sell |
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|
2021
Q4 | $172K | Sell |
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|
2021
Q3 | $176K | Buy |
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|
2021
Q2 | $155K | Sell |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q4 | $130K | Buy |
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|
2020
Q3 | $94K | Buy |
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|
2020
Q2 | $104K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $211K | Sell |
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|
2017
Q4 | $213K | Buy |
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|
2017
Q3 | $220K | Sell |
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|
2017
Q2 | $211K | Sell |
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|
2017
Q1 | $262K | Sell |
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|
2016
Q4 | $284K | Buy |
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|
2016
Q3 | $133K | Buy |
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|
2016
Q2 | $111K | Buy |
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|
2016
Q1 | $101K | Sell |
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|
2015
Q4 | $106K | Buy |
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|
2015
Q3 | $26K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $21K | Buy |
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|
2014
Q4 | $22K | Sell |
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|
2014
Q3 | $57K | Buy |
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|
2014
Q2 | $64K | Sell |
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|
2014
Q1 | $141K | Buy |
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|
2013
Q4 | $65K | Buy |
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|
2013
Q3 | $7K | Buy |
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|
2013
Q2 | $7K | Buy |
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