Guardian Wealth Management’s Northwest Natural Holdings NWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Buy |
15,366
+352
| +2% | +$14K | 0.41% | 50 |
|
|
2025
Q1 | $641K | Buy |
15,014
+6,326
| +73% | +$270K | 0.43% | 51 |
|
|
2024
Q4 | $344K | Sell |
8,688
-3,713
| -30% | -$147K | 0.23% | 57 |
|
|
2024
Q3 | $506K | Buy |
12,401
+389
| +3% | +$15.9K | 0.36% | 53 |
|
|
2024
Q2 | $434K | Buy |
12,012
+447
| +4% | +$16.1K | 0.33% | 51 |
|
|
2024
Q1 | $430K | Buy |
11,565
+431
| +4% | +$16K | 0.33% | 51 |
|
|
2023
Q4 | $434K | Sell |
11,134
-132
| -1% | -$5.14K | 0.37% | 53 |
|
|
2023
Q3 | $430K | Buy |
11,266
+103
| +0.9% | +$3.93K | 0.4% | 54 |
|
|
2023
Q2 | $481K | Buy |
11,163
+903
| +9% | +$38.9K | 0.44% | 56 |
|
|
2023
Q1 | $488K | Buy |
10,260
+1,060
| +12% | +$50.4K | 0.47% | 56 |
|
|
2022
Q4 | $438K | Buy |
9,200
+918
| +11% | +$43.7K | 0.43% | 58 |
|
|
2022
Q3 | $359K | Buy |
8,282
+995
| +14% | +$43.1K | 0.41% | 56 |
|
|
2022
Q2 | $387K | Buy |
7,287
+2,030
| +39% | +$108K | 0.42% | 57 |
|
|
2022
Q1 | $272K | Buy |
5,257
+568
| +12% | +$29.4K | 0.27% | 72 |
|
|
2021
Q4 | $229K | Buy |
+4,689
| New | +$229K | 0.22% | 72 |
|