Northwestern Mutual Wealth Management’s Bowman Consulting BWMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,431
| Closed | -$227K | – | 3643 |
|
|
2024
Q3 | $227K | Hold |
9,431
| – | – | ﹤0.01% | 1581 |
|
|
2024
Q2 | $300K | Sell |
9,431
-1,572
| -14% | -$50K | ﹤0.01% | 1429 |
|
|
2024
Q1 | $383K | Sell |
11,003
-2,195
| -17% | -$76.4K | ﹤0.01% | 1324 |
|
|
2023
Q4 | $469K | Hold |
13,198
| – | – | ﹤0.01% | 1231 |
|
|
2023
Q3 | $370K | Hold |
13,198
| – | – | ﹤0.01% | 1260 |
|
|
2023
Q2 | $421K | Hold |
13,198
| – | – | ﹤0.01% | 1208 |
|
|
2023
Q1 | $379K | Sell |
13,198
-3,820
| -22% | -$110K | ﹤0.01% | 1225 |
|
|
2022
Q4 | $372K | Sell |
17,018
-16,000
| -48% | -$350K | ﹤0.01% | 1208 |
|
|
2022
Q3 | $482K | Hold |
33,018
| – | – | ﹤0.01% | 1055 |
|
|
2022
Q2 | $407K | Hold |
33,018
| – | – | ﹤0.01% | 1128 |
|
|
2022
Q1 | $543K | Sell |
33,018
-38,000
| -54% | -$625K | ﹤0.01% | 1048 |
|
|
2021
Q4 | $1.51M | Sell |
71,018
-110,905
| -61% | -$2.36M | ﹤0.01% | 682 |
|
|
2021
Q3 | $2.5M | Buy |
+181,923
| New | +$2.5M | ﹤0.01% | 525 |
|