Northwestern Mutual Wealth Management’s Beacon Financial Corp BBT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$96.3K	Sell	3,211 -1,347	-30%	-$39.3K	﹤0.01%	2191
2025 Q4	$120K	Hold	4,558	–	–	﹤0.01%	2063
2025 Q3	$108K	Buy	4,558 +458	+11%	+$11.7K	﹤0.01%	2013
2025 Q2	$103K	Hold	4,100	–	–	﹤0.01%	1984
2025 Q1	$107K	Hold	4,100	–	–	﹤0.01%	1903
2024 Q4	$117K	Sell	4,100 -1,500	-27%	-$43.2K	﹤0.01%	1861
2024 Q3	$151K	Sell	5,600 -279	-5%	-$7.29K	﹤0.01%	1735
2024 Q2	$134K	Buy	5,879 +2,169	+58%	+$47.6K	﹤0.01%	1716
2024 Q1	$85K	Hold	3,710	–	–	﹤0.01%	1883
2023 Q4	$92.1K	Buy	3,710 +110	+3%	+$2.37K	﹤0.01%	1814
2023 Q3	$72.2K	Hold	3,600	–	–	﹤0.01%	1837
2023 Q2	$74.6K	Buy	3,600 +3,000	+500%	+$64.8K	﹤0.01%	1843
2023 Q1	$15K	Hold	600	–	–	﹤0.01%	2357
2022 Q4	$17.9K	Hold	600	–	–	﹤0.01%	2282
2022 Q3	$16K	Hold	600	–	–	﹤0.01%	2291
2022 Q2	$15K	Buy	+600	New	+$15.6K	﹤0.01%	2366
2021 Q3	–	Sell	-695	Closed	-$19K	–	3011
2021 Q2	$19K	Buy	+695	New	+$17.6K	﹤0.01%	2209
2015 Q4	–	Sell	-85	Closed	-$2K	–	1590
2015 Q3	$2K	Buy	+85	New	+$2.4K	﹤0.01%	1421
2015 Q1	–	Sell	-75	Closed	-$2K	–	1565
2014 Q4	$2K	Buy	+75	New	+$1.88K	﹤0.01%	1484