Northwestern Mutual Wealth Management’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440 | Hold |
4
| – | – | ﹤0.01% | 3458 |
|
|
2025
Q1 | $370 | Sell |
4
-53
| -93% | -$4.9K | ﹤0.01% | 3403 |
|
|
2024
Q4 | $5.01K | Buy |
57
+53
| +1,325% | +$4.66K | ﹤0.01% | 2953 |
|
|
2024
Q3 | $375 | Hold |
4
| – | – | ﹤0.01% | 3368 |
|
|
2024
Q2 | $381 | Hold |
4
| – | – | ﹤0.01% | 3316 |
|
|
2024
Q1 | $417 | Hold |
4
| – | – | ﹤0.01% | 3325 |
|
|
2023
Q4 | $425 | Buy |
4
+1
| +33% | +$106 | ﹤0.01% | 3292 |
|
|
2023
Q3 | $267 | Buy |
+3
| New | +$267 | ﹤0.01% | 3161 |
|
|
2023
Q2 | – | Sell |
-28
| Closed | -$2.59K | – | 3382 |
|
|
2023
Q1 | $2.59K | Buy |
+28
| New | +$2.59K | ﹤0.01% | 2895 |
|
|
2022
Q4 | – | Sell |
-43
| Closed | -$3K | – | 3344 |
|
|
2022
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 2781 |
|
|
2022
Q2 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 2824 |
|
|
2019
Q2 | – | Sell |
-57
| Closed | -$4K | – | 2528 |
|
|
2019
Q1 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 2174 |
|
|
2018
Q4 | – | Sell |
-120
| Closed | -$10K | – | 2423 |
|
|
2018
Q3 | $10K | Sell |
120
-46
| -28% | -$3.83K | ﹤0.01% | 1922 |
|
|
2018
Q2 | $16K | Buy |
+166
| New | +$16K | ﹤0.01% | 1668 |
|
|
2016
Q2 | – | Sell |
-247
| Closed | -$17K | – | 2080 |
|
|
2016
Q1 | $17K | Buy |
+247
| New | +$17K | ﹤0.01% | 1247 |
|
|
2015
Q4 | – | Sell |
-19
| Closed | -$1K | – | 1616 |
|
|
2015
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1541 |
|
|
2014
Q4 | – | Sell |
-2
| Closed | – | – | 1716 |
|
|
2014
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1334 |
|