Northwestern Mutual Wealth Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3K | Sell |
360
-837
| -70% | -$28.6K | ﹤0.01% | 2731 |
|
|
2025
Q1 | $36.9K | Sell |
1,197
-1,805
| -60% | -$55.7K | ﹤0.01% | 2284 |
|
|
2024
Q4 | $94.9K | Buy |
3,002
+2,897
| +2,759% | +$91.5K | ﹤0.01% | 1935 |
|
|
2024
Q3 | $3.44K | Sell |
105
-168
| -62% | -$5.5K | ﹤0.01% | 3000 |
|
|
2024
Q2 | $7.22K | Buy |
+273
| New | +$7.22K | ﹤0.01% | 2753 |
|
|
2024
Q1 | – | Sell |
-250
| Closed | -$6.4K | – | 3589 |
|
|
2023
Q4 | $6.4K | Buy |
250
+13
| +5% | +$333 | ﹤0.01% | 2787 |
|
|
2023
Q3 | $5.74K | Hold |
237
| – | – | ﹤0.01% | 2721 |
|
|
2023
Q2 | $6.96K | Buy |
237
+55
| +30% | +$1.62K | ﹤0.01% | 2683 |
|
|
2023
Q1 | $4.88K | Buy |
182
+137
| +304% | +$3.67K | ﹤0.01% | 2754 |
|
|
2022
Q4 | $1.4K | Sell |
45
-155
| -78% | -$4.83K | ﹤0.01% | 3002 |
|
|
2022
Q3 | $5K | Buy |
200
+79
| +65% | +$1.98K | ﹤0.01% | 2674 |
|
|
2022
Q2 | $3K | Buy |
121
+41
| +51% | +$1.02K | ﹤0.01% | 2820 |
|
|
2022
Q1 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 2902 |
|
|
2020
Q2 | – | Sell |
-19
| Closed | – | – | 2406 |
|
|
2020
Q1 | $0 | Buy |
+19
| New | – | ﹤0.01% | 2558 |
|
|
2019
Q3 | – | Sell |
-3,302
| Closed | -$58K | – | 2471 |
|
|
2019
Q2 | $58K | Buy |
+3,302
| New | +$58K | ﹤0.01% | 1321 |
|
|
2019
Q1 | – | Sell |
-50
| Closed | -$1K | – | 2535 |
|
|
2018
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2259 |
|
|
2018
Q3 | – | Sell |
-855
| Closed | -$21K | – | 2470 |
|
|
2018
Q2 | $21K | Sell |
855
-60
| -7% | -$1.47K | ﹤0.01% | 1578 |
|
|
2018
Q1 | $19K | Buy |
+915
| New | +$19K | ﹤0.01% | 1551 |
|