Crewe Advisors’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
5,731
+73
| +1% | +$3.75K | 0.04% | 121 |
|
|
2025
Q1 | $327K | Buy |
5,658
+65
| +1% | +$3.76K | 0.05% | 107 |
|
|
2024
Q4 | $299K | Buy |
5,593
+1,183
| +27% | +$63.2K | 0.04% | 113 |
|
|
2024
Q3 | $252K | Buy |
4,410
+50
| +1% | +$2.86K | 0.03% | 130 |
|
|
2024
Q2 | $218K | Buy |
4,360
+110
| +3% | +$5.51K | 0.02% | 169 |
|
|
2024
Q1 | $216K | Buy |
4,250
+53
| +1% | +$2.7K | 0.03% | 162 |
|
|
2023
Q4 | $214K | Buy |
4,197
+56
| +1% | +$2.85K | 0.03% | 68 |
|
|
2023
Q3 | $199K | Buy |
4,141
+46
| +1% | +$2.21K | 0.03% | 68 |
|
|
2023
Q2 | $232K | Buy |
4,095
+45
| +1% | +$2.55K | 0.03% | 126 |
|
|
2023
Q1 | $234K | Buy |
4,050
+43
| +1% | +$2.49K | 0.03% | 141 |
|
|
2022
Q4 | $238K | Buy |
4,007
+48
| +1% | +$2.85K | 0.04% | 134 |
|
|
2022
Q3 | $195K | Buy |
3,959
+42
| +1% | +$2.07K | 0.04% | 147 |
|
|
2022
Q2 | $231K | Buy |
3,917
+40
| +1% | +$2.36K | 0.05% | 117 |
|
|
2022
Q1 | $234K | Buy |
3,877
+42
| +1% | +$2.54K | 0.05% | 103 |
|
|
2021
Q4 | $219K | Buy |
3,835
+41
| +1% | +$2.34K | 0.04% | 81 |
|
|
2021
Q3 | $217K | Hold |
3,794
| – | – | 0.05% | 64 |
|
|
2021
Q2 | $228K | Hold |
3,794
| – | – | 0.06% | 64 |
|
|
2021
Q1 | $247K | Hold |
3,794
| – | – | 0.06% | 51 |
|
|
2020
Q4 | $221K | Hold |
3,794
| – | – | 0.09% | 56 |
|
|
2020
Q3 | $185K | Hold |
3,794
| – | – | 0.09% | 50 |
|
|
2020
Q2 | $207K | Buy |
3,794
+350
| +10% | +$19.1K | 0.1% | 48 |
|
|
2020
Q1 | $206K | Hold |
3,444
| – | – | 0.12% | 41 |
|
|
2019
Q4 | $247K | Hold |
3,444
| – | – | 0.11% | 48 |
|
|
2019
Q3 | $258K | Hold |
3,444
| – | – | 0.12% | 46 |
|
|
2019
Q2 | $248K | Hold |
3,444
| – | – | 0.08% | 78 |
|
|
2019
Q1 | $242K | Hold |
3,444
| – | – | 0.08% | 52 |
|
|
2018
Q4 | $205K | Hold |
3,444
| – | – | 0.07% | 57 |
|
|
2018
Q3 | $202K | Hold |
3,444
| – | – | 0.17% | 56 |
|
|
2018
Q2 | $197K | Hold |
3,444
| – | – | 0.18% | 54 |
|
|
2018
Q1 | $185K | Hold |
3,444
| – | – | 0.18% | 54 |
|
|
2017
Q4 | $206K | Buy |
+3,444
| New | +$206K | 0.2% | 51 |
|