Global Retirement Partners’s NorthWestern Energy NWE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$223K	Buy	3,451 +1,796	+109%	+$114K	﹤0.01%	1405
2025 Q3	$97K	Sell	1,655 -162	-9%	-$8.94K	﹤0.01%	1531
2025 Q2	$93.2K	Buy	+1,817	New	+$100K	﹤0.01%	1473
2024 Q4	$90.6K	Sell	1,695 -325	-16%	-$17.7K	﹤0.01%	1326
2024 Q3	$116K	Buy	2,020 +3	+0.1%	+$160	﹤0.01%	1172
2024 Q2	$101K	Buy	2,017 +14	+0.7%	+$707	﹤0.01%	1194
2024 Q1	$102K	Sell	2,003 -16	-0.8%	-$780	﹤0.01%	1076
2023 Q4	$97.3K	Sell	2,019 -398	-16%	-$19.9K	﹤0.01%	1063
2023 Q3	$116K	Buy	2,417 +61	+3%	+$3.25K	0.01%	869
2023 Q2	$134K	Buy	2,356 +53	+2%	+$3.1K	0.01%	835
2023 Q1	$136K	Buy	2,303 +2,088	+971%	+$119K	0.01%	813
2022 Q4	$12.8K	Buy	215 +3	+1%	+$164	﹤0.01%	1685
2022 Q3	$11K	Buy	212 +123	+138%	+$6.75K	﹤0.01%	1656
2022 Q2	$5K	Sell	89 -22	-20%	-$1.31K	﹤0.01%	1901
2022 Q1	$7K	Buy	+111	New	+$6.5K	﹤0.01%	1780