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