Creative Planning’s Newell Brands NWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $217K | Buy |
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|
2025
Q2 | $195K | Sell |
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|
2025
Q1 | $360K | Buy |
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|
2024
Q4 | $426K | Buy |
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|
2024
Q3 | $261K | Buy |
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|
2024
Q2 | $164K | Sell |
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|
2024
Q1 | $224K | Sell |
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|
2023
Q4 | $343K | Buy |
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|
2023
Q3 | $344K | Buy |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $724K | Sell |
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|
2022
Q4 | $766K | Sell |
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|
2022
Q3 | $930K | Buy |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.49M | Sell |
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|
2021
Q1 | $1.49M | Sell |
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|
2020
Q4 | $1.23M | Sell |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $286K | Sell |
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|
2020
Q1 | $248K | Sell |
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|
2019
Q4 | $672K | Buy |
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|
2019
Q3 | $537K | Sell |
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|
2019
Q2 | $462K | Buy |
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|
2019
Q1 | $392K | Buy |
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|
2018
Q4 | $389K | Sell |
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|
2018
Q3 | $635K | Buy |
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|
2018
Q2 | $787K | Buy |
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|
2018
Q1 | $677K | Buy |
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|
2017
Q4 | $560K | Buy |
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|
2017
Q3 | $733K | Buy |
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|
2017
Q2 | $813K | Sell |
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|
2017
Q1 | $846K | Buy |
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|
2016
Q4 | $548K | Buy |
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|
2016
Q3 | $613K | Buy |
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|
2016
Q2 | $501K | Buy |
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|
2016
Q1 | $279K | Sell |
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|
2015
Q4 | $282K | Buy |
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|
2015
Q3 | $228K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $241K | Sell |
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|
2014
Q4 | $247K | Buy |
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|
2014
Q3 | $188K | Buy |
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|
2014
Q2 | $162K | Buy |
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|
2014
Q1 | $152K | Buy |
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|
2013
Q4 | $161K | Buy |
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|
2013
Q3 | $115K | Buy |
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|
2013
Q2 | $106K | Buy |
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