Forza Wealth Management’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 | $65.5K | Sell |
12,125
-500
| -4% | -$2.7K | 0.03% | 188 |
|
2025
Q1 | $78.3K | Sell |
12,625
-500
| -4% | -$3.1K | 0.04% | 177 |
|
2024
Q4 | $131K | Sell |
13,125
-2,200
| -14% | -$21.9K | 0.06% | 181 |
|
2024
Q3 | $118K | Hold |
15,325
| – | – | 0.05% | 187 |
|
2024
Q2 | $98.2K | Hold |
15,325
| – | – | 0.05% | 171 |
|
2024
Q1 | $123K | Sell |
15,325
-365
| -2% | -$2.93K | 0.06% | 171 |
|
2023
Q4 | $136K | Sell |
15,690
-36,993
| -70% | -$321K | 0.08% | 165 |
|
2023
Q3 | $476K | Hold |
52,683
| – | – | 0.25% | 115 |
|
2023
Q2 | $458K | Sell |
52,683
-3,675
| -7% | -$32K | 0.23% | 124 |
|
2023
Q1 | $701K | Buy |
56,358
+5,038
| +10% | +$62.7K | 0.36% | 85 |
|
2022
Q4 | $671K | Buy |
+51,320
| New | +$671K | 0.45% | 62 |
|