IFPG
Intrepid Financial Planning Group’s Northwest Bancshares NWBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Hold |
194,172
| – | – | 1.04% | 23 |
|
|
2025
Q1 | $2.33M | Sell |
194,172
-112,440
| -37% | -$1.35M | 1.08% | 22 |
|
|
2024
Q4 | $4.04M | Hold |
306,612
| – | – | 1.71% | 15 |
|
|
2024
Q3 | $4.1M | Hold |
306,612
| – | – | 1.76% | 13 |
|
|
2024
Q2 | $3.54M | Hold |
306,612
| – | – | 1.52% | 16 |
|
|
2024
Q1 | $3.57M | Hold |
306,612
| – | – | 1.54% | 15 |
|
|
2023
Q4 | $3.83M | Hold |
306,612
| – | – | 1.83% | 12 |
|
|
2023
Q3 | $3.14M | Buy |
306,612
+720
| +0.2% | +$7.37K | 1.63% | 14 |
|
|
2023
Q2 | $3.24M | Hold |
305,892
| – | – | 1.56% | 15 |
|
|
2023
Q1 | $3.68M | Sell |
305,892
-1,680
| -0.5% | -$20.2K | 1.86% | 12 |
|
|
2022
Q4 | $4.3M | Hold |
307,572
| – | – | 2.34% | 11 |
|
|
2022
Q3 | $4.16M | Hold |
307,572
| – | – | 2.36% | 11 |
|
|
2022
Q2 | $3.94M | Buy |
+307,572
| New | +$3.94M | 2.16% | 11 |
|