Northwestern Mutual Wealth Management’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.2K | Sell |
1,401
-1
| -0.1% | -$38 | ﹤0.01% | 2235 |
|
|
2025
Q1 | $58.7K | Sell |
1,402
-53
| -4% | -$2.22K | ﹤0.01% | 2123 |
|
|
2024
Q4 | $53.3K | Buy |
1,455
+54
| +4% | +$1.98K | ﹤0.01% | 2165 |
|
|
2024
Q3 | $54.3K | Sell |
1,401
-109
| -7% | -$4.22K | ﹤0.01% | 2122 |
|
|
2024
Q2 | $52.3K | Hold |
1,510
| – | – | ﹤0.01% | 2080 |
|
|
2024
Q1 | $52.9K | Sell |
1,510
-412
| -21% | -$14.4K | ﹤0.01% | 2051 |
|
|
2023
Q4 | $68.7K | Buy |
1,922
+1,782
| +1,273% | +$63.7K | ﹤0.01% | 1924 |
|
|
2023
Q3 | $4.53K | Hold |
140
| – | – | ﹤0.01% | 2782 |
|
|
2023
Q2 | $5.5K | Hold |
140
| – | – | ﹤0.01% | 2750 |
|
|
2023
Q1 | $5.94K | Hold |
140
| – | – | ﹤0.01% | 2691 |
|
|
2022
Q4 | $6.21K | Sell |
140
-200
| -59% | -$8.87K | ﹤0.01% | 2661 |
|
|
2022
Q3 | $13K | Buy |
340
+165
| +94% | +$6.31K | ﹤0.01% | 2367 |
|
|
2022
Q2 | $8K | Sell |
175
-1,979
| -92% | -$90.5K | ﹤0.01% | 2578 |
|
|
2022
Q1 | $97K | Buy |
2,154
+2,014
| +1,439% | +$90.7K | ﹤0.01% | 1722 |
|
|
2021
Q4 | $6K | Hold |
140
| – | – | ﹤0.01% | 2714 |
|
|
2021
Q3 | $5K | Hold |
140
| – | – | ﹤0.01% | 2648 |
|
|
2021
Q2 | $6K | Hold |
140
| – | – | ﹤0.01% | 2579 |
|
|
2021
Q1 | $7K | Hold |
140
| – | – | ﹤0.01% | 2370 |
|
|
2020
Q4 | $6K | Hold |
140
| – | – | ﹤0.01% | 2322 |
|
|
2020
Q3 | $5K | Hold |
140
| – | – | ﹤0.01% | 2161 |
|
|
2020
Q2 | $5K | Hold |
140
| – | – | ﹤0.01% | 2060 |
|
|
2020
Q1 | $6K | Sell |
140
-56
| -29% | -$2.4K | ﹤0.01% | 2006 |
|
|
2019
Q4 | $9K | Buy |
196
+56
| +40% | +$2.57K | ﹤0.01% | 1946 |
|
|
2019
Q3 | $7K | Sell |
140
-114
| -45% | -$5.7K | ﹤0.01% | 1996 |
|
|
2019
Q2 | $11K | Buy |
254
+114
| +81% | +$4.94K | ﹤0.01% | 1917 |
|
|
2019
Q1 | $6K | Buy |
+140
| New | +$6K | ﹤0.01% | 2079 |
|
|
2018
Q1 | – | Sell |
-399
| Closed | -$21K | – | 2190 |
|
|
2017
Q4 | $21K | Buy |
+399
| New | +$21K | ﹤0.01% | 1484 |
|
|
2017
Q1 | – | Sell |
-459
| Closed | -$18K | – | 2018 |
|
|
2016
Q4 | $18K | Buy |
+459
| New | +$18K | ﹤0.01% | 1395 |
|
|
2016
Q3 | – | Sell |
-186
| Closed | -$8K | – | 278 |
|
|
2016
Q2 | $8K | Sell |
186
-9
| -5% | -$387 | ﹤0.01% | 1422 |
|
|
2016
Q1 | $8K | Buy |
195
+95
| +95% | +$3.9K | ﹤0.01% | 1497 |
|
|
2015
Q4 | $4K | Buy |
100
+24
| +32% | +$960 | ﹤0.01% | 1335 |
|
|
2015
Q3 | $3K | Sell |
76
-12
| -14% | -$474 | ﹤0.01% | 1347 |
|
|
2015
Q2 | $3K | Hold |
88
| – | – | ﹤0.01% | 1194 |
|
|
2015
Q1 | $3K | Hold |
88
| – | – | ﹤0.01% | 1282 |
|
|
2014
Q4 | $3K | Hold |
88
| – | – | ﹤0.01% | 1400 |
|
|
2014
Q3 | $3K | Hold |
88
| – | – | ﹤0.01% | 1096 |
|
|
2014
Q2 | $3K | Hold |
88
| – | – | ﹤0.01% | 1085 |
|
|
2014
Q1 | $3K | Hold |
88
| – | – | ﹤0.01% | 1062 |
|
|
2013
Q4 | $2K | Hold |
88
| – | – | ﹤0.01% | 1230 |
|
|
2013
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 1166 |
|
|
2013
Q2 | $2K | Buy |
+88
| New | +$2K | ﹤0.01% | 1073 |
|