EverSource Wealth Advisors’s Northwest Bancshares NWBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74K | Buy |
5,791
+4,952
| +590% | +$63.3K | ﹤0.01% | 1364 |
|
|
2025
Q1 | $10.1K | Buy |
839
+289
| +53% | +$3.47K | ﹤0.01% | 2104 |
|
|
2024
Q4 | $7.25K | Buy |
550
+244
| +80% | +$3.22K | ﹤0.01% | 2162 |
|
|
2024
Q3 | $4.09K | Hold |
306
| – | – | ﹤0.01% | 2301 |
|
|
2024
Q2 | $4.3K | Buy |
+306
| New | +$4.3K | ﹤0.01% | 2274 |
|
|
2023
Q2 | – | Sell |
-269
| Closed | -$3.24K | – | 2572 |
|
|
2023
Q1 | $3.24K | Sell |
269
-134
| -33% | -$1.61K | ﹤0.01% | 1785 |
|
|
2022
Q4 | $5.63K | Hold |
403
| – | – | ﹤0.01% | 1554 |
|
|
2022
Q3 | $6K | Hold |
403
| – | – | ﹤0.01% | 1305 |
|
|
2022
Q2 | $5K | Sell |
403
-155
| -28% | -$1.92K | ﹤0.01% | 1277 |
|
|
2022
Q1 | $8K | Hold |
558
| – | – | ﹤0.01% | 1085 |
|
|
2021
Q4 | $8K | Buy |
+558
| New | +$8K | ﹤0.01% | 1059 |
|