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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.34M | Buy |
390,975
+55,549
| +17% | +$233K | ﹤0.01% | 2222 |
|
|
2025
Q4 | $1.25M | Buy |
335,426
+294,051
| +711% | +$1.19M | ﹤0.01% | 2107 |
|
|
2025
Q3 | $217K | Buy |
41,375
+5,212
| +14% | +$29.5K | ﹤0.01% | 3410 |
|
|
2025
Q2 | $195K | Sell |
36,163
-21,925
| -38% | -$116K | ﹤0.01% | 3232 |
|
|
2025
Q1 | $360K | Buy |
58,088
+15,325
| +36% | +$123K | ﹤0.01% | 2588 |
|
|
2024
Q4 | $426K | Buy |
42,763
+8,800
| +26% | +$79.8K | ﹤0.01% | 2377 |
|
|
2024
Q3 | $261K | Buy |
33,963
+8,365
| +33% | +$59.9K | ﹤0.01% | 2639 |
|
|
2024
Q2 | $164K | Sell |
25,598
-2,262
| -8% | -$16.8K | ﹤0.01% | 2731 |
|
|
2024
Q1 | $224K | Sell |
27,860
-11,649
| -29% | -$92.7K | ﹤0.01% | 2495 |
|
|
2023
Q4 | $343K | Buy |
39,509
+1,443
| +4% | +$11K | ﹤0.01% | 1997 |
|
|
2023
Q3 | $344K | Buy |
38,066
+6,754
| +22% | +$67.2K | ﹤0.01% | 1820 |
|
|
2023
Q2 | $272K | Sell |
31,312
-26,910
| -46% | -$268K | ﹤0.01% | 1984 |
|
|
2023
Q1 | $724K | Sell |
58,222
-362
| -0.6% | -$5.11K | ﹤0.01% | 1249 |
|
|
2022
Q4 | $766K | Sell |
58,584
-8,377
| -13% | -$114K | ﹤0.01% | 1167 |
|
|
2022
Q3 | $930K | Buy |
66,961
+10,508
| +19% | +$196K | ﹤0.01% | 992 |
|
|
2022
Q2 | $1.07M | Buy |
56,453
+1,525
| +3% | +$32.4K | ﹤0.01% | 947 |
|
|
2022
Q1 | $1.18M | Buy |
54,928
+1,007
| +2% | +$23.3K | ﹤0.01% | 915 |
|
|
2021
Q4 | $1.18M | Sell |
53,921
-1,225
| -2% | -$27.7K | ﹤0.01% | 885 |
|
|
2021
Q3 | $1.22M | Buy |
55,146
+747
| +1% | +$19.1K | ﹤0.01% | 856 |
|
|
2021
Q2 | $1.49M | Sell |
54,399
-1,111
| -2% | -$30.6K | ﹤0.01% | 783 |
|
|
2021
Q1 | $1.49M | Sell |
55,510
-2,243
| -4% | -$55.6K | ﹤0.01% | 841 |
|
|
2020
Q4 | $1.23M | Sell |
57,753
-904
| -2% | -$17.6K | ﹤0.01% | 861 |
|
|
2020
Q3 | $1.01M | Buy |
58,657
+40,632
| +225% | +$678K | ﹤0.01% | 801 |
|
|
2020
Q2 | $286K | Sell |
18,025
-663
| -4% | -$9.1K | ﹤0.01% | 1341 |
|
|
2020
Q1 | $248K | Sell |
18,688
-16,270
| -47% | -$280K | ﹤0.01% | 1266 |
|
|
2019
Q4 | $672K | Buy |
34,958
+6,282
| +22% | +$121K | ﹤0.01% | 965 |
|
|
2019
Q3 | $537K | Sell |
28,676
-1,309
| -4% | -$21.1K | ﹤0.01% | 1021 |
|
|
2019
Q2 | $462K | Buy |
29,985
+4,435
| +17% | +$66.4K | ﹤0.01% | 1125 |
|
|
2019
Q1 | $392K | Buy |
25,550
+4,608
| +22% | +$84.7K | ﹤0.01% | 1178 |
|
|
2018
Q4 | $389K | Sell |
20,942
-10,363
| -33% | -$206K | ﹤0.01% | 1088 |
|
|
2018
Q3 | $635K | Buy |
31,305
+788
| +3% | +$18.5K | ﹤0.01% | 960 |
|
|
2018
Q2 | $787K | Buy |
30,517
+3,934
| +15% | +$102K | ﹤0.01% | 879 |
|
|
2018
Q1 | $677K | Buy |
26,583
+8,465
| +47% | +$239K | ﹤0.01% | 931 |
|
|
2017
Q4 | $560K | Buy |
18,118
+929
| +5% | +$32K | ﹤0.01% | 1013 |
|
|
2017
Q3 | $733K | Buy |
17,189
+2,035
| +13% | +$99.5K | ﹤0.01% | 855 |
|
|
2017
Q2 | $813K | Sell |
15,154
-2,774
| -15% | -$141K | ﹤0.01% | 789 |
|
|
2017
Q1 | $846K | Buy |
17,928
+5,665
| +46% | +$269K | ﹤0.01% | 734 |
|
|
2016
Q4 | $548K | Buy |
12,263
+614
| +5% | +$29.7K | ﹤0.01% | 880 |
|
|
2016
Q3 | $613K | Buy |
11,649
+1,339
| +13% | +$69.2K | ﹤0.01% | 791 |
|
|
2016
Q2 | $501K | Buy |
10,310
+4,010
| +64% | +$187K | ﹤0.01% | 779 |
|
|
2016
Q1 | $279K | Sell |
6,300
-89
| -1% | -$3.49K | ﹤0.01% | 1029 |
|
|
2015
Q4 | $282K | Buy |
6,389
+646
| +11% | +$28.3K | ﹤0.01% | 1027 |
|
|
2015
Q3 | $228K | Buy |
+5,743
| New | +$241K | ﹤0.01% | 1121 |
|
|
2015
Q2 | – | Sell |
-6,174
| Closed | -$241K | – | 2383 |
|
|
2015
Q1 | $241K | Sell |
6,174
-307
| -5% | -$11.8K | ﹤0.01% | 1095 |
|
|
2014
Q4 | $247K | Buy |
6,481
+1,030
| +19% | +$36.3K | ﹤0.01% | 1017 |
|
|
2014
Q3 | $188K | Buy |
5,451
+222
| +4% | +$7.34K | ﹤0.01% | 1091 |
|
|
2014
Q2 | $162K | Buy |
5,229
+150
| +3% | +$4.49K | ﹤0.01% | 1150 |
|
|
2014
Q1 | $152K | Buy |
5,079
+104
| +2% | +$3.23K | ﹤0.01% | 1142 |
|
|
2013
Q4 | $161K | Buy |
4,975
+796
| +19% | +$23.7K | ﹤0.01% | 960 |
|
|
2013
Q3 | $115K | Buy |
4,179
+143
| +4% | +$3.81K | ﹤0.01% | 1039 |
|
|
2013
Q2 | $106K | Buy |
+4,036
| New | +$107K | ﹤0.01% | 958 |
|
Other funds holding NWL
VPM
VCM
DRZID
RCMNY
