JFS Wealth Advisors’s Northwest Natural Holdings NWN Stock Holding History

JFS Wealth Advisors’s Portfolio NWN Stock Details NWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$982	Buy	20 +19	+1,900%	+$973	﹤0.01%	1812
2026 Q1	$54	Hold	1	–	–	﹤0.01%	1860
2025 Q4	$47	Buy	+1	New	+$47	﹤0.01%	1905
2025 Q2	–	Sell	-1	Closed	-$43	–	1943
2025 Q1	$43	Hold	1	–	–	﹤0.01%	1901
2024 Q4	$40	Hold	1	–	–	﹤0.01%	1916
2024 Q3	$41	Hold	1	–	–	﹤0.01%	1940
2024 Q2	$37	Hold	1	–	–	﹤0.01%	1968
2024 Q1	$38	Hold	1	–	–	﹤0.01%	1987
2023 Q4	$39	Buy	+1	New	+$38	﹤0.01%	1983
2023 Q3	–	Sell	-1	Closed	-$44	–	1994
2023 Q2	$44	Sell	1 -1	-50%	-$45	﹤0.01%	1955
2023 Q1	$96	Buy	2 +1	+100%	+$48	﹤0.01%	1892
2022 Q4	$48	Sell	1 -1	-50%	-$47	﹤0.01%	1926
2022 Q3	$0	Buy	+2	New	+$101	﹤0.01%	1866
2015 Q2	–	Sell	-1,000	Closed	-$48K	–	518
2015 Q1	$48K	Hold	1,000	–	–	0.02%	185
2014 Q4	$50K	Buy	+1,000	New	+$46.6K	0.01%	186

Other funds holding NWN

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return