Jeppson Wealth Management’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Sell |
7,357
-150
| -2% | -$7.7K | 0.13% | 138 |
|
|
2025
Q1 | $434K | Sell |
7,507
-200
| -3% | -$11.6K | 0.16% | 129 |
|
|
2024
Q4 | $412K | Sell |
7,707
-170
| -2% | -$9.09K | 0.15% | 132 |
|
|
2024
Q3 | $451K | Buy |
7,877
+125
| +2% | +$7.15K | 0.16% | 126 |
|
|
2024
Q2 | $388K | Sell |
7,752
-122
| -2% | -$6.11K | 0.15% | 134 |
|
|
2024
Q1 | $401K | Sell |
7,874
-480
| -6% | -$24.4K | 0.16% | 137 |
|
|
2023
Q4 | $425K | Buy |
+8,354
| New | +$425K | 0.18% | 124 |
|
|
2023
Q3 | – | Sell |
-3,620
| Closed | -$205K | – | 194 |
|
|
2023
Q2 | $205K | Sell |
3,620
-11
| -0.3% | -$624 | 0.09% | 182 |
|
|
2023
Q1 | $210K | Buy |
3,631
+150
| +4% | +$8.68K | 0.09% | 184 |
|
|
2022
Q4 | $207K | Sell |
3,481
-2,402
| -41% | -$143K | 0.09% | 190 |
|
|
2022
Q3 | $290K | Buy |
+5,883
| New | +$290K | 0.13% | 141 |
|