Global Retirement Partners’s NorthWestern Energy NWE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$93.2K Buy
+1,817
New +$93.2K ﹤0.01% 1473
2024
Q4
$90.6K Sell
1,695
-325
-16% -$17.4K ﹤0.01% 1326
2024
Q3
$116K Buy
2,020
+3
+0.1% +$172 ﹤0.01% 1172
2024
Q2
$101K Buy
2,017
+14
+0.7% +$701 ﹤0.01% 1194
2024
Q1
$102K Sell
2,003
-16
-0.8% -$815 ﹤0.01% 1076
2023
Q4
$97.3K Sell
2,019
-398
-16% -$19.2K ﹤0.01% 1063
2023
Q3
$116K Buy
2,417
+61
+3% +$2.93K 0.01% 868
2023
Q2
$134K Buy
2,356
+53
+2% +$3.01K 0.01% 835
2023
Q1
$136K Buy
2,303
+2,088
+971% +$123K 0.01% 813
2022
Q4
$12.8K Buy
215
+3
+1% +$178 ﹤0.01% 1684
2022
Q3
$11K Buy
212
+123
+138% +$6.38K ﹤0.01% 1655
2022
Q2
$5K Sell
89
-22
-20% -$1.24K ﹤0.01% 1899
2022
Q1
$7K Buy
+111
New +$7K ﹤0.01% 1778