John G. Ullman & Associates’s Norwood Financial Corp NWFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Sell |
13,600
-8,600
| -39% | -$222K | 0.05% | 138 |
|
|
2025
Q1 | $537K | Buy |
22,200
+3,400
| +18% | +$82.2K | 0.08% | 130 |
|
|
2024
Q4 | $511K | Sell |
18,800
-1,000
| -5% | -$27.2K | 0.08% | 128 |
|
|
2024
Q3 | $546K | Sell |
19,800
-2,107
| -10% | -$58.1K | 0.08% | 130 |
|
|
2024
Q2 | $556K | Sell |
21,907
-1,453
| -6% | -$36.9K | 0.08% | 124 |
|
|
2024
Q1 | $636K | Buy |
23,360
+16,360
| +234% | +$445K | 0.1% | 113 |
|
|
2023
Q4 | $230K | Buy |
+7,000
| New | +$230K | 0.04% | 154 |
|