Northwestern Mutual Wealth Management’s Credit Suisse Group CS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,364
Closed -$3.88K 3696
2023
Q1
$3.88K Sell
4,364
-1,535
-26% -$1.37K ﹤0.01% 2812
2022
Q4
$17.9K Hold
5,899
﹤0.01% 2283
2022
Q3
$23K Sell
5,899
-280
-5% -$1.09K ﹤0.01% 2172
2022
Q2
$35K Sell
6,179
-118
-2% -$668 ﹤0.01% 2036
2022
Q1
$49K Sell
6,297
-19,475
-76% -$152K ﹤0.01% 1962
2021
Q4
$249K Buy
25,772
+253
+1% +$2.44K ﹤0.01% 1341
2021
Q3
$252K Buy
25,519
+18,894
+285% +$187K ﹤0.01% 1264
2021
Q2
$70K Buy
6,625
+1,495
+29% +$15.8K ﹤0.01% 1737
2021
Q1
$54K Buy
5,130
+1,001
+24% +$10.5K ﹤0.01% 1714
2020
Q4
$53K Hold
4,129
﹤0.01% 1634
2020
Q3
$41K Buy
4,129
+247
+6% +$2.45K ﹤0.01% 1582
2020
Q2
$40K Sell
3,882
-802
-17% -$8.26K ﹤0.01% 1527
2020
Q1
$38K Sell
4,684
-914
-16% -$7.42K ﹤0.01% 1498
2019
Q4
$75K Sell
5,598
-3,362
-38% -$45K ﹤0.01% 1299
2019
Q3
$109K Sell
8,960
-2,985
-25% -$36.3K ﹤0.01% 1126
2019
Q2
$143K Buy
11,945
+627
+6% +$7.51K ﹤0.01% 989
2019
Q1
$132K Buy
11,318
+318
+3% +$3.71K ﹤0.01% 988
2018
Q4
$119K Buy
11,000
+3,106
+39% +$33.6K ﹤0.01% 945
2018
Q3
$118K Sell
7,894
-2,891
-27% -$43.2K ﹤0.01% 988
2018
Q2
$160K Buy
10,785
+3,028
+39% +$44.9K ﹤0.01% 834
2018
Q1
$130K Sell
7,757
-713
-8% -$11.9K ﹤0.01% 874
2017
Q4
$151K Buy
8,470
+503
+6% +$8.97K ﹤0.01% 804
2017
Q3
$126K Sell
7,967
-4,944
-38% -$78.2K ﹤0.01% 827
2017
Q2
$189K Sell
12,911
-29,708
-70% -$435K ﹤0.01% 686
2017
Q1
$633K Buy
42,619
+3,027
+8% +$45K 0.01% 407
2016
Q4
$567K Buy
+39,592
New +$567K 0.01% 423
2016
Q3
Sell
-24,816
Closed -$266K 1647
2016
Q2
$266K Buy
24,816
+14,658
+144% +$157K ﹤0.01% 528
2016
Q1
$144K Buy
10,158
+2,946
+41% +$41.8K ﹤0.01% 624
2015
Q4
$156K Buy
7,212
+1,176
+19% +$25.4K ﹤0.01% 556
2015
Q3
$145K Buy
6,036
+2,638
+78% +$63.4K ﹤0.01% 532
2015
Q2
$94K Buy
3,398
+1,190
+54% +$32.9K ﹤0.01% 566
2015
Q1
$59K Buy
2,208
+475
+27% +$12.7K ﹤0.01% 624
2014
Q4
$43K Sell
1,733
-377
-18% -$9.35K ﹤0.01% 695
2014
Q3
$58K Sell
2,110
-95,781
-98% -$2.63M ﹤0.01% 589
2014
Q2
$2.78M Buy
97,891
+8,315
+9% +$236K 0.11% 142
2014
Q1
$2.9M Buy
89,576
+11,608
+15% +$376K 0.12% 137
2013
Q4
$2.42M Buy
77,968
+76,755
+6,328% +$2.38M 0.11% 139
2013
Q3
$37K Sell
1,213
-4
-0.3% -$122 ﹤0.01% 617
2013
Q2
$32K Buy
+1,217
New +$32K ﹤0.01% 622