GeoWealth Management’s NorthWestern Energy NWE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-128
Closed -$6.84K 1562
2024
Q4
$6.84K Sell
128
-8
-6% -$428 ﹤0.01% 1524
2024
Q3
$7.78K Buy
+136
New +$7.78K ﹤0.01% 1398