EP Wealth Advisors’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
$120K Sell
22,215
-16,531
-43% -$89.3K ﹤0.01% 1354
2025
Q1
$240K Buy
38,746
+7,009
+22% +$43.5K ﹤0.01% 1037
2024
Q4
$316K Buy
31,737
+3,316
+12% +$33K ﹤0.01% 854
2024
Q3
$218K Buy
+28,421
New +$218K ﹤0.01% 1001