Geneos Wealth Management’s Northwest Natural Holdings NWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $67K | Buy |
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|
2025
Q2 | $52.1K | Sell |
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|
2025
Q1 | $110K | Buy |
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|
2024
Q4 | $51.1K | Hold |
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|
2024
Q3 | $52.7K | Hold |
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|
2024
Q2 | $46.7K | Hold |
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|
2024
Q1 | $48.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $9K | Hold |
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|
2020
Q1 | $11K | Hold |
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|
2019
Q4 | $13K | Hold |
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|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $12K | Hold |
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|
2018
Q4 | $11K | Buy |
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