Geneos Wealth Management’s Northwest Natural Holdings NWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.1K | Sell |
1,311
-1,273
| -49% | -$50.6K | ﹤0.01% | 1549 |
|
|
2025
Q1 | $110K | Buy |
2,584
+1,292
| +100% | +$55.2K | ﹤0.01% | 1520 |
|
|
2024
Q4 | $51.1K | Hold |
1,292
| – | – | ﹤0.01% | 1314 |
|
|
2024
Q3 | $52.7K | Hold |
1,292
| – | – | ﹤0.01% | 1181 |
|
|
2024
Q2 | $46.7K | Hold |
1,292
| – | – | ﹤0.01% | 1095 |
|
|
2024
Q1 | $48.1K | Buy |
+1,292
| New | +$48.1K | ﹤0.01% | 1079 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | – | – | 2405 |
|
|
2022
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 2719 |
|
|
2022
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 2909 |
|
|
2020
Q3 | – | Sell |
-188
| Closed | -$9K | – | 2675 |
|
|
2020
Q2 | $9K | Hold |
188
| – | – | ﹤0.01% | 1955 |
|
|
2020
Q1 | $11K | Hold |
188
| – | – | ﹤0.01% | 1777 |
|
|
2019
Q4 | $13K | Hold |
188
| – | – | ﹤0.01% | 1876 |
|
|
2019
Q3 | $13K | Hold |
188
| – | – | ﹤0.01% | 1785 |
|
|
2019
Q2 | $13K | Hold |
188
| – | – | ﹤0.01% | 1816 |
|
|
2019
Q1 | $12K | Hold |
188
| – | – | ﹤0.01% | 1779 |
|
|
2018
Q4 | $11K | Buy |
+188
| New | +$11K | ﹤0.01% | 1754 |
|