Gladstone Institutional Advisory’s Northwest Bancshares NWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144K | Hold |
11,259
| – | – | 0.01% | 731 |
|
|
2025
Q1 | $135K | Sell |
11,259
-15,403
| -58% | -$185K | 0.01% | 695 |
|
|
2024
Q4 | $352K | Hold |
26,662
| – | – | 0.02% | 551 |
|
|
2024
Q3 | $357K | Hold |
26,662
| – | – | 0.02% | 529 |
|
|
2024
Q2 | $308K | Buy |
26,662
+4,500
| +20% | +$52K | 0.02% | 534 |
|
|
2024
Q1 | $258K | Sell |
22,162
-4,500
| -17% | -$52.4K | 0.01% | 561 |
|
|
2023
Q4 | $333K | Hold |
26,662
| – | – | 0.02% | 498 |
|
|
2023
Q3 | $273K | Buy |
+26,662
| New | +$273K | 0.02% | 511 |
|
|
2021
Q2 | – | Sell |
-10,859
| Closed | -$157K | – | 538 |
|
|
2021
Q1 | $157K | Buy |
+10,859
| New | +$157K | 0.02% | 396 |
|