Creative Planning’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 | $195K | Sell |
36,163
-21,925
| -38% | -$118K | ﹤0.01% | 3220 |
|
2025
Q1 | $360K | Buy |
58,088
+15,325
| +36% | +$95K | ﹤0.01% | 2581 |
|
2024
Q4 | $426K | Buy |
42,763
+8,800
| +26% | +$87.6K | ﹤0.01% | 2370 |
|
2024
Q3 | $261K | Buy |
33,963
+8,365
| +33% | +$64.2K | ﹤0.01% | 2639 |
|
2024
Q2 | $164K | Sell |
25,598
-2,262
| -8% | -$14.5K | ﹤0.01% | 2717 |
|
2024
Q1 | $224K | Sell |
27,860
-11,649
| -29% | -$93.5K | ﹤0.01% | 2485 |
|
2023
Q4 | $343K | Buy |
39,509
+1,443
| +4% | +$12.5K | ﹤0.01% | 1993 |
|
2023
Q3 | $344K | Buy |
38,066
+6,754
| +22% | +$61K | ﹤0.01% | 1816 |
|
2023
Q2 | $272K | Sell |
31,312
-26,910
| -46% | -$234K | ﹤0.01% | 1975 |
|
2023
Q1 | $724K | Sell |
58,222
-362
| -0.6% | -$4.5K | ﹤0.01% | 1244 |
|
2022
Q4 | $766K | Sell |
58,584
-8,377
| -13% | -$110K | ﹤0.01% | 1163 |
|
2022
Q3 | $930K | Buy |
66,961
+10,508
| +19% | +$146K | ﹤0.01% | 987 |
|
2022
Q2 | $1.08M | Buy |
56,453
+1,525
| +3% | +$29K | ﹤0.01% | 944 |
|
2022
Q1 | $1.18M | Buy |
54,928
+1,007
| +2% | +$21.6K | ﹤0.01% | 914 |
|
2021
Q4 | $1.18M | Sell |
53,921
-1,225
| -2% | -$26.8K | ﹤0.01% | 885 |
|
2021
Q3 | $1.22M | Buy |
55,146
+747
| +1% | +$16.5K | ﹤0.01% | 856 |
|
2021
Q2 | $1.49M | Sell |
54,399
-1,111
| -2% | -$30.5K | ﹤0.01% | 783 |
|
2021
Q1 | $1.49M | Sell |
55,510
-2,243
| -4% | -$60.1K | ﹤0.01% | 831 |
|
2020
Q4 | $1.23M | Sell |
57,753
-904
| -2% | -$19.2K | ﹤0.01% | 851 |
|
2020
Q3 | $1.01M | Buy |
58,657
+40,632
| +225% | +$698K | ﹤0.01% | 793 |
|
2020
Q2 | $286K | Sell |
18,025
-663
| -4% | -$10.5K | ﹤0.01% | 1324 |
|
2020
Q1 | $248K | Sell |
18,688
-16,270
| -47% | -$216K | ﹤0.01% | 1254 |
|
2019
Q4 | $672K | Buy |
34,958
+6,282
| +22% | +$121K | ﹤0.01% | 959 |
|
2019
Q3 | $537K | Sell |
28,676
-1,309
| -4% | -$24.5K | ﹤0.01% | 1016 |
|
2019
Q2 | $462K | Buy |
29,985
+4,435
| +17% | +$68.3K | ﹤0.01% | 1120 |
|
2019
Q1 | $392K | Buy |
25,550
+4,608
| +22% | +$70.7K | ﹤0.01% | 1170 |
|
2018
Q4 | $389K | Sell |
20,942
-10,363
| -33% | -$192K | ﹤0.01% | 1082 |
|
2018
Q3 | $635K | Buy |
31,305
+788
| +3% | +$16K | ﹤0.01% | 951 |
|
2018
Q2 | $787K | Buy |
30,517
+3,934
| +15% | +$101K | ﹤0.01% | 872 |
|
2018
Q1 | $677K | Buy |
26,583
+8,465
| +47% | +$216K | ﹤0.01% | 922 |
|
2017
Q4 | $560K | Buy |
18,118
+929
| +5% | +$28.7K | ﹤0.01% | 1005 |
|
2017
Q3 | $733K | Buy |
17,189
+2,035
| +13% | +$86.8K | ﹤0.01% | 847 |
|
2017
Q2 | $813K | Sell |
15,154
-2,774
| -15% | -$149K | ﹤0.01% | 783 |
|
2017
Q1 | $846K | Buy |
17,928
+5,665
| +46% | +$267K | ﹤0.01% | 731 |
|
2016
Q4 | $548K | Buy |
12,263
+614
| +5% | +$27.4K | ﹤0.01% | 877 |
|
2016
Q3 | $613K | Buy |
11,649
+1,339
| +13% | +$70.5K | ﹤0.01% | 787 |
|
2016
Q2 | $501K | Buy |
10,310
+4,010
| +64% | +$195K | ﹤0.01% | 777 |
|
2016
Q1 | $279K | Sell |
6,300
-89
| -1% | -$3.94K | ﹤0.01% | 1026 |
|
2015
Q4 | $282K | Buy |
6,389
+646
| +11% | +$28.5K | ﹤0.01% | 1018 |
|
2015
Q3 | $228K | Buy |
+5,743
| New | +$228K | ﹤0.01% | 1115 |
|
2015
Q2 | – | Sell |
-6,174
| Closed | -$241K | – | 2273 |
|
2015
Q1 | $241K | Sell |
6,174
-307
| -5% | -$12K | ﹤0.01% | 1090 |
|
2014
Q4 | $247K | Buy |
6,481
+1,030
| +19% | +$39.3K | ﹤0.01% | 1013 |
|
2014
Q3 | $188K | Buy |
5,451
+222
| +4% | +$7.66K | ﹤0.01% | 1090 |
|
2014
Q2 | $162K | Buy |
5,229
+150
| +3% | +$4.65K | ﹤0.01% | 1145 |
|
2014
Q1 | $152K | Buy |
5,079
+104
| +2% | +$3.11K | ﹤0.01% | 1141 |
|
2013
Q4 | $161K | Buy |
4,975
+796
| +19% | +$25.8K | ﹤0.01% | 960 |
|
2013
Q3 | $115K | Buy |
4,179
+143
| +4% | +$3.94K | ﹤0.01% | 1039 |
|
2013
Q2 | $106K | Buy |
+4,036
| New | +$106K | ﹤0.01% | 958 |
|