Institute for Wealth Management’s Northwest Bancshares NWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-10,848
| Closed | -$134K | – | 578 |
|
|
2025
Q3 | $134K | Sell |
10,848
-1,116
| -9% | -$14K | 0.01% | 552 |
|
|
2025
Q2 | $153K | Sell |
11,964
-267
| -2% | -$3.24K | 0.02% | 551 |
|
|
2025
Q1 | $147K | Sell |
12,231
-181
| -1% | -$2.29K | 0.02% | 520 |
|
|
2024
Q4 | $164K | Sell |
12,412
-1,002
| -7% | -$13.9K | 0.02% | 494 |
|
|
2024
Q3 | $179K | Sell |
13,414
-1,116
| -8% | -$14.6K | 0.02% | 523 |
|
|
2024
Q2 | $168K | Sell |
14,530
-3,000
| -17% | -$33K | 0.02% | 488 |
|
|
2024
Q1 | $204K | Sell |
17,530
-3,803
| -18% | -$45.1K | 0.03% | 483 |
|
|
2023
Q4 | $266K | Sell |
21,333
-3,414
| -14% | -$38K | 0.04% | 395 |
|
|
2023
Q3 | $253K | Sell |
24,747
-229
| -0.9% | -$2.56K | 0.05% | 384 |
|
|
2023
Q2 | $265K | Sell |
24,976
-100
| -0.4% | -$1.11K | 0.04% | 388 |
|
|
2023
Q1 | $302K | Sell |
25,076
-1,613
| -6% | -$21.9K | 0.06% | 352 |
|
|
2022
Q4 | $373K | Hold |
26,689
| – | – | 0.08% | 315 |
|
|
2022
Q3 | $361K | Hold |
26,689
| – | – | 0.08% | 300 |
|
|
2022
Q2 | $342K | Sell |
26,689
-730
| -3% | -$9.3K | 0.07% | 361 |
|
|
2022
Q1 | $370K | Hold |
27,419
| – | – | 0.06% | 361 |
|
|
2021
Q4 | $388K | Sell |
27,419
-350
| -1% | -$4.87K | 0.06% | 321 |
|
|
2021
Q3 | $369K | Sell |
27,769
-478
| -2% | -$6.28K | 0.06% | 328 |
|
|
2021
Q2 | $385K | Hold |
28,247
| – | – | 0.07% | 320 |
|
|
2021
Q1 | $408K | Sell |
28,247
-1,125
| -4% | -$15.8K | 0.08% | 302 |
|
|
2020
Q4 | $374K | Sell |
29,372
-38,115
| -56% | -$435K | 0.07% | 312 |
|
|
2020
Q3 | $621K | Sell |
67,487
-2,949
| -4% | -$29.1K | 0.14% | 191 |
|
|
2020
Q2 | $720K | Sell |
70,436
-5,187
| -7% | -$53.4K | 0.18% | 152 |
|
|
2020
Q1 | $875K | Sell |
75,623
-2,593
| -3% | -$37.8K | 0.27% | 98 |
|
|
2019
Q4 | $1.3M | Sell |
78,216
-300
| -0.4% | -$5.01K | 0.29% | 90 |
|
|
2019
Q3 | $1.29M | Hold |
78,516
| – | – | 0.32% | 81 |
|
|
2019
Q2 | $1.38M | Sell |
78,516
-639
| -0.8% | -$11K | 0.31% | 79 |
|
|
2019
Q1 | $1.34M | Buy |
+79,155
| New | +$1.4M | 0.29% | 86 |
|
|
2018
Q4 | – | Sell |
-79,115
| Closed | -$1.37M | – | 318 |
|
|
2018
Q3 | $1.37M | Buy |
79,115
+1,023
| +1% | +$18.4K | 0.46% | 69 |
|
|
2018
Q2 | $1.35M | Sell |
78,092
-1,084
| -1% | -$18.5K | 0.43% | 75 |
|
|
2018
Q1 | $1.31M | Sell |
79,176
-1,517
| -2% | -$25.5K | 0.39% | 84 |
|
|
2017
Q4 | $1.35M | Sell |
80,693
-3,509
| -4% | -$59K | 0.31% | 98 |
|
|
2017
Q3 | $1.45M | Sell |
84,202
-934
| -1% | -$14.8K | 0.47% | 67 |
|
|
2017
Q2 | $1.34M | Buy |
+85,136
| New | +$1.36M | 0.37% | 71 |
|
Other funds holding NWBI
