JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-240
| Closed | -$1.26K | – | 1963 |
|
|
2025
Q3 | $1.26K | Buy |
240
+51
| +27% | +$289 | ﹤0.01% | 1565 |
|
|
2025
Q2 | $1.02K | Buy |
189
+81
| +75% | +$429 | ﹤0.01% | 1566 |
|
|
2025
Q1 | $670 | Sell |
108
-302
| -74% | -$2.42K | ﹤0.01% | 1729 |
|
|
2024
Q4 | $4.08K | Buy |
410
+51
| +14% | +$463 | ﹤0.01% | 1199 |
|
|
2024
Q3 | $2.76K | Sell |
359
-60
| -14% | -$430 | ﹤0.01% | 1352 |
|
|
2024
Q2 | $2.69K | Buy |
419
+79
| +23% | +$588 | ﹤0.01% | 1323 |
|
|
2024
Q1 | $2.73K | Buy |
340
+226
| +198% | +$1.8K | ﹤0.01% | 1328 |
|
|
2023
Q4 | $990 | Sell |
114
-142
| -55% | -$1.08K | ﹤0.01% | 1661 |
|
|
2023
Q3 | $2.31K | Sell |
256
-200
| -44% | -$1.99K | ﹤0.01% | 1306 |
|
|
2023
Q2 | $3.97K | Sell |
456
-145
| -24% | -$1.44K | ﹤0.01% | 1104 |
|
|
2023
Q1 | $7.48K | Buy |
601
+95
| +19% | +$1.34K | ﹤0.01% | 826 |
|
|
2022
Q4 | $6.62K | Buy |
506
+123
| +32% | +$1.68K | ﹤0.01% | 875 |
|
|
2022
Q3 | $5K | Sell |
383
-316
| -45% | -$5.9K | ﹤0.01% | 994 |
|
|
2022
Q2 | $13K | Buy |
699
+160
| +30% | +$3.4K | ﹤0.01% | 701 |
|
|
2022
Q1 | $12K | Buy |
539
+141
| +35% | +$3.26K | ﹤0.01% | 745 |
|
|
2021
Q4 | $9K | Buy |
398
+98
| +33% | +$2.21K | ﹤0.01% | 704 |
|
|
2021
Q3 | $7K | Hold |
300
| – | – | ﹤0.01% | 687 |
|
|
2021
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 468 |
|
|
2021
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 438 |
|
|
2020
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 454 |
|
|
2020
Q3 | $5K | Sell |
300
-33
| -10% | -$550 | ﹤0.01% | 448 |
|
|
2020
Q2 | $5K | Buy |
333
+244
| +274% | +$3.35K | ﹤0.01% | 431 |
|
|
2020
Q1 | $1K | Buy |
+89
| New | +$1.53K | ﹤0.01% | 479 |
|
|
2019
Q4 | – | Sell |
-157
| Closed | -$3K | – | 539 |
|
|
2019
Q3 | $3K | Buy |
+157
| New | +$2.53K | ﹤0.01% | 433 |
|
|
2018
Q2 | – | Sell |
-14
| Closed | – | – | 526 |
|
|
2018
Q1 | $0 | Buy |
+14
| New | +$396 | ﹤0.01% | 560 |
|
|
2016
Q4 | – | Sell |
-360
| Closed | -$19K | – | 480 |
|
|
2016
Q3 | $19K | Hold |
360
| – | – | 0.01% | 331 |
|
|
2016
Q2 | $17K | Sell |
360
-13
| -3% | -$608 | ﹤0.01% | 345 |
|
|
2016
Q1 | $17K | Buy |
373
+13
| +4% | +$510 | 0.01% | 341 |
|
|
2015
Q4 | $16K | Hold |
360
| – | – | ﹤0.01% | 346 |
|
|
2015
Q3 | $14K | Hold |
360
| – | – | 0.01% | 309 |
|
|
2015
Q2 | $15K | Hold |
360
| – | – | 0.01% | 317 |
|
|
2015
Q1 | $14K | Hold |
360
| – | – | 0.01% | 325 |
|
|
2014
Q4 | $14K | Hold |
360
| – | – | ﹤0.01% | 334 |
|
|
2014
Q3 | $12K | Hold |
360
| – | – | ﹤0.01% | 324 |
|
|
2014
Q2 | $11K | Buy |
+360
| New | +$10.8K | ﹤0.01% | 321 |
|
Other funds holding NWL
DRZID
RCMNY
