Creative Planning’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 | $165K | Buy |
12,905
+615
| +5% | +$7.86K | ﹤0.01% | 3285 |
|
|
2025
Q1 | $148K | Sell |
12,290
-1,211
| -9% | -$14.6K | ﹤0.01% | 3150 |
|
|
2024
Q4 | $178K | Buy |
13,501
+802
| +6% | +$10.6K | ﹤0.01% | 2996 |
|
|
2024
Q3 | $170K | Buy |
12,699
+851
| +7% | +$11.4K | ﹤0.01% | 2894 |
|
|
2024
Q2 | $137K | Sell |
11,848
-44
| -0.4% | -$508 | ﹤0.01% | 2762 |
|
|
2024
Q1 | $139K | Buy |
11,892
+82
| +0.7% | +$955 | ﹤0.01% | 2636 |
|
|
2023
Q4 | $147K | Hold |
11,810
| – | – | ﹤0.01% | 2501 |
|
|
2023
Q3 | $121K | Sell |
11,810
-572
| -5% | -$5.85K | ﹤0.01% | 2354 |
|
|
2023
Q2 | $131K | Sell |
12,382
-250
| -2% | -$2.65K | ﹤0.01% | 2293 |
|
|
2023
Q1 | $152K | Sell |
12,632
-7,516
| -37% | -$90.4K | ﹤0.01% | 2177 |
|
|
2022
Q4 | $282K | Buy |
20,148
+488
| +2% | +$6.82K | ﹤0.01% | 1755 |
|
|
2022
Q3 | $266K | Buy |
19,660
+100
| +0.5% | +$1.35K | ﹤0.01% | 1711 |
|
|
2022
Q2 | $250K | Buy |
19,560
+7,500
| +62% | +$95.9K | ﹤0.01% | 1726 |
|
|
2022
Q1 | $163K | Sell |
12,060
-100
| -0.8% | -$1.35K | ﹤0.01% | 1921 |
|
|
2021
Q4 | $172K | Sell |
12,160
-1,080
| -8% | -$15.3K | ﹤0.01% | 1894 |
|
|
2021
Q3 | $176K | Buy |
13,240
+1,900
| +17% | +$25.3K | ﹤0.01% | 1877 |
|
|
2021
Q2 | $155K | Sell |
11,340
-2,662
| -19% | -$36.4K | ﹤0.01% | 1819 |
|
|
2021
Q1 | $202K | Buy |
14,002
+3,784
| +37% | +$54.6K | ﹤0.01% | 2052 |
|
|
2020
Q4 | $130K | Buy |
10,218
+1
| +0% | +$13 | ﹤0.01% | 1937 |
|
|
2020
Q3 | $94K | Buy |
10,217
+1
| +0% | +$9 | ﹤0.01% | 1791 |
|
|
2020
Q2 | $104K | Buy |
+10,216
| New | +$104K | ﹤0.01% | 1632 |
|
|
2018
Q2 | – | Sell |
-12,743
| Closed | -$211K | – | 1966 |
|
|
2018
Q1 | $211K | Sell |
12,743
-16
| -0.1% | -$265 | ﹤0.01% | 1558 |
|
|
2017
Q4 | $213K | Buy |
12,759
+8
| +0.1% | +$134 | ﹤0.01% | 1553 |
|
|
2017
Q3 | $220K | Sell |
12,751
-744
| -6% | -$12.8K | ﹤0.01% | 1521 |
|
|
2017
Q2 | $211K | Sell |
13,495
-2,067
| -13% | -$32.3K | ﹤0.01% | 1479 |
|
|
2017
Q1 | $262K | Sell |
15,562
-194
| -1% | -$3.27K | ﹤0.01% | 1330 |
|
|
2016
Q4 | $284K | Buy |
15,756
+7,307
| +86% | +$132K | ﹤0.01% | 1208 |
|
|
2016
Q3 | $133K | Buy |
8,449
+959
| +13% | +$15.1K | ﹤0.01% | 1645 |
|
|
2016
Q2 | $111K | Buy |
7,490
+8
| +0.1% | +$119 | ﹤0.01% | 1606 |
|
|
2016
Q1 | $101K | Sell |
7,482
-402
| -5% | -$5.43K | ﹤0.01% | 1624 |
|
|
2015
Q4 | $106K | Buy |
7,884
+5,855
| +289% | +$78.7K | ﹤0.01% | 1584 |
|
|
2015
Q3 | $26K | Buy |
+2,029
| New | +$26K | ﹤0.01% | 2507 |
|
|
2015
Q2 | – | Sell |
-1,756
| Closed | -$21K | – | 2272 |
|
|
2015
Q1 | $21K | Buy |
1,756
+9
| +0.5% | +$108 | ﹤0.01% | 2660 |
|
|
2014
Q4 | $22K | Sell |
1,747
-2,944
| -63% | -$37.1K | ﹤0.01% | 2558 |
|
|
2014
Q3 | $57K | Buy |
4,691
+7
| +0.1% | +$85 | ﹤0.01% | 1820 |
|
|
2014
Q2 | $64K | Sell |
4,684
-4,954
| -51% | -$67.7K | ﹤0.01% | 1696 |
|
|
2014
Q1 | $141K | Buy |
9,638
+5,208
| +118% | +$76.2K | ﹤0.01% | 1181 |
|
|
2013
Q4 | $65K | Buy |
4,430
+3,905
| +744% | +$57.3K | ﹤0.01% | 1435 |
|
|
2013
Q3 | $7K | Buy |
525
+5
| +1% | +$67 | ﹤0.01% | 2620 |
|
|
2013
Q2 | $7K | Buy |
+520
| New | +$7K | ﹤0.01% | 2417 |
|