Northwestern Mutual Wealth Management’s Associated Capital Group AC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794 | Hold |
21
| – | – | ﹤0.01% | 3411 |
|
|
2025
Q1 | $811 | Hold |
21
| – | – | ﹤0.01% | 3314 |
|
|
2024
Q4 | $725 | Buy |
21
+1
| +5% | +$35 | ﹤0.01% | 3340 |
|
|
2024
Q3 | $708 | Hold |
20
| – | – | ﹤0.01% | 3297 |
|
|
2024
Q2 | $680 | Hold |
20
| – | – | ﹤0.01% | 3254 |
|
|
2024
Q1 | $654 | Hold |
20
| – | – | ﹤0.01% | 3249 |
|
|
2023
Q4 | $714 | Hold |
20
| – | – | ﹤0.01% | 3231 |
|
|
2023
Q3 | $730 | Hold |
20
| – | – | ﹤0.01% | 3078 |
|
|
2023
Q2 | $708 | Hold |
20
| – | – | ﹤0.01% | 3133 |
|
|
2023
Q1 | $739 | Hold |
20
| – | – | ﹤0.01% | 3062 |
|
|
2022
Q4 | $840 | Hold |
20
| – | – | ﹤0.01% | 3069 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2945 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 2985 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 2957 |
|
|
2021
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 2991 |
|
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2887 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 2854 |
|
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 2654 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 2580 |
|
|
2020
Q3 | $1K | Sell |
20
-50
| -71% | -$2.5K | ﹤0.01% | 2413 |
|
|
2020
Q2 | $3K | Buy |
70
+50
| +250% | +$2.14K | ﹤0.01% | 2141 |
|
|
2020
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 2338 |
|
|
2019
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 2268 |
|
|
2019
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2319 |
|
|
2019
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 2387 |
|
|
2019
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 2385 |
|