IFP Advisors’s Newell Brands NWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.3K | Buy |
7,677
+2,860
| +59% | +$12K | ﹤0.01% | 2627 |
|
|
2025
Q4 | $17.9K | Buy |
4,817
+2,682
| +126% | +$10.8K | ﹤0.01% | 2771 |
|
|
2025
Q3 | $11.2K | Buy |
2,135
+143
| +7% | +$810 | ﹤0.01% | 2849 |
|
|
2025
Q2 | $10.8K | Buy |
1,992
+1,765
| +778% | +$9.36K | ﹤0.01% | 2871 |
|
|
2025
Q1 | $1.41K | Sell |
227
-89
| -28% | -$714 | ﹤0.01% | 3258 |
|
|
2024
Q4 | $3.15K | Sell |
316
-129
| -29% | -$1.17K | ﹤0.01% | 2951 |
|
|
2024
Q3 | $3.42K | Sell |
445
-1,575
| -78% | -$11.3K | ﹤0.01% | 2782 |
|
|
2024
Q2 | $12.9K | Hold |
2,020
| – | – | ﹤0.01% | 2255 |
|
|
2024
Q1 | $16.2K | Hold |
2,020
| – | – | ﹤0.01% | 2073 |
|
|
2023
Q4 | $17.5K | Sell |
2,020
-100,352
| -98% | -$765K | ﹤0.01% | 1972 |
|
|
2023
Q3 | $924K | Buy |
102,372
+92,802
| +970% | +$924K | 0.04% | 411 |
|
|
2023
Q2 | $83.3K | Buy |
9,570
+11
| +0.1% | +$109 | ﹤0.01% | 1400 |
|
|
2023
Q1 | $221K | Sell |
9,559
-15,478
| -62% | -$218K | 0.01% | 907 |
|
|
2022
Q4 | $580K | Sell |
25,037
-3,989
| -14% | -$54.5K | 0.02% | 828 |
|
|
2022
Q3 | $675K | Buy |
29,026
+1,777
| +7% | +$33.2K | 0.02% | 787 |
|
|
2022
Q2 | $630K | Hold |
27,249
| – | – | 0.02% | 742 |
|
|
2022
Q1 | $630K | Buy |
27,249
+20,752
| +319% | +$480K | 0.02% | 742 |
|
|
2021
Q4 | $142K | Sell |
6,497
-4,548
| -41% | -$103K | ﹤0.01% | 1113 |
|
|
2021
Q3 | $243K | Buy |
11,045
+2,152
| +24% | +$55K | ﹤0.01% | 857 |
|
|
2021
Q2 | $241K | Buy |
8,893
+2,911
| +49% | +$80.2K | 0.01% | 816 |
|
|
2021
Q1 | $159K | Sell |
5,982
-4,399
| -42% | -$109K | ﹤0.01% | 943 |
|
|
2020
Q4 | $214K | Buy |
10,381
+1,913
| +23% | +$37.3K | 0.01% | 774 |
|
|
2020
Q3 | $145K | Buy |
8,468
+344
| +4% | +$5.74K | 0.01% | 828 |
|
|
2020
Q2 | $130K | Sell |
8,124
-1,522
| -16% | -$20.9K | 0.01% | 826 |
|
|
2020
Q1 | $136K | Sell |
9,646
-906
| -9% | -$15.6K | 0.01% | 712 |
|
|
2019
Q4 | $203K | Sell |
10,552
-326
| -3% | -$6.28K | 0.02% | 658 |
|
|
2019
Q3 | $198K | Buy |
+10,878
| New | +$175K | 0.01% | 770 |
|
|
2019
Q1 | $56K | Sell |
3,570
-10,094
| -74% | -$185K | 0.01% | 921 |
|
|
2018
Q4 | $251K | Buy |
13,664
+819
| +6% | +$16.3K | 0.02% | 779 |
|
|
2018
Q3 | $261K | Buy |
12,845
+5,106
| +66% | +$120K | 0.01% | 938 |
|
|
2018
Q2 | $200K | Buy |
7,739
+3,242
| +72% | +$84.4K | 0.01% | 1067 |
|
|
2018
Q1 | $139K | Hold |
4,497
| – | – | 0.01% | 1180 |
|
|
2017
Q4 | $139K | Sell |
4,497
-122
| -3% | -$4.21K | 0.01% | 1188 |
|
|
2017
Q3 | $197K | Sell |
4,619
-170
| -4% | -$8.31K | 0.01% | 1157 |
|
|
2017
Q2 | $257K | Buy |
4,789
+245
| +5% | +$12.4K | 0.01% | 987 |
|
|
2017
Q1 | $214K | Buy |
4,544
+374
| +9% | +$17.7K | 0.01% | 1080 |
|
|
2016
Q4 | $186K | Sell |
4,170
-2,513
| -38% | -$122K | 0.01% | 1092 |
|
|
2016
Q3 | $352K | Buy |
6,683
+2,231
| +50% | +$115K | 0.02% | 728 |
|
|
2016
Q2 | $216K | Buy |
4,452
+882
| +25% | +$41.2K | 0.01% | 936 |
|
|
2016
Q1 | $56K | Sell |
3,570
-2,210
| -38% | -$86.7K | 0.01% | 920 |
|
|
2015
Q4 | $255K | Buy |
+5,780
| New | +$253K | 0.02% | 732 |
|
Other funds holding NWL
VPM
VCM
DRZID
RCMNY