MSWM
Mowery & Schoenfeld Wealth Management’s Northern Trust NTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Hold |
2,918
| – | – | 0.56% | 31 |
|
|
2025
Q1 | $288K | Buy |
2,918
+247
| +9% | +$24.4K | 0.56% | 36 |
|
|
2024
Q4 | $274K | Buy |
2,671
+20
| +0.8% | +$2.05K | 0.53% | 34 |
|
|
2024
Q3 | $239K | Sell |
2,651
-112
| -4% | -$10.1K | 0.38% | 34 |
|
|
2024
Q2 | $232K | Hold |
2,763
| – | – | 0.33% | 32 |
|
|
2024
Q1 | $246K | Hold |
2,763
| – | – | 0.47% | 26 |
|
|
2023
Q4 | $233K | Buy |
+2,763
| New | +$233K | 0.47% | 30 |
|