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
Q3 | $134K | Sell |
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|
2025
Q2 | $153K | Sell |
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|
2025
Q1 | $147K | Sell |
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|
2024
Q4 | $164K | Sell |
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|
2024
Q3 | $179K | Sell |
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|
2024
Q2 | $168K | Sell |
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|
2024
Q1 | $204K | Sell |
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $253K | Sell |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $302K | Sell |
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|
2022
Q4 | $373K | Hold |
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|
2022
Q3 | $361K | Hold |
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|
2022
Q2 | $342K | Sell |
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|
2022
Q1 | $370K | Hold |
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|
2021
Q4 | $388K | Sell |
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|
2021
Q3 | $369K | Sell |
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|
2021
Q2 | $385K | Hold |
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|
2021
Q1 | $408K | Sell |
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|
2020
Q4 | $374K | Sell |
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|
2020
Q3 | $621K | Sell |
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|
2020
Q2 | $720K | Sell |
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|
2020
Q1 | $875K | Sell |
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|
2019
Q4 | $1.3M | Sell |
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|
2019
Q3 | $1.29M | Hold |
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|
2019
Q2 | $1.38M | Sell |
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|
2019
Q1 | $1.34M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.37M | Buy |
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|
2018
Q2 | $1.35M | Sell |
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|
2018
Q1 | $1.31M | Sell |
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|
2017
Q4 | $1.35M | Sell |
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|
2017
Q3 | $1.45M | Sell |
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|
2017
Q2 | $1.34M | Buy |
|