Northwestern Mutual Wealth Management’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.4K | Hold |
3,405
| – | – | ﹤0.01% | 2143 |
|
|
2025
Q1 | $62.9K | Sell |
3,405
-3,405
| -50% | -$62.9K | ﹤0.01% | 2101 |
|
|
2024
Q4 | $146K | Buy |
6,810
+1,560
| +30% | +$33.4K | ﹤0.01% | 1782 |
|
|
2024
Q3 | $93.6K | Sell |
5,250
-280
| -5% | -$4.99K | ﹤0.01% | 1918 |
|
|
2024
Q2 | $95.3K | Hold |
5,530
| – | – | ﹤0.01% | 1845 |
|
|
2024
Q1 | $98.7K | Buy |
+5,530
| New | +$98.7K | ﹤0.01% | 1808 |
|
|
2023
Q2 | – | Sell |
-100
| Closed | -$1.67K | – | 3389 |
|
|
2023
Q1 | $1.67K | Hold |
100
| – | – | ﹤0.01% | 2957 |
|
|
2022
Q4 | $2.58K | Hold |
100
| – | – | ﹤0.01% | 2900 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 2785 |
|
|
2022
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2906 |
|
|
2022
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2907 |
|
|
2021
Q4 | $2K | Sell |
100
-943
| -90% | -$18.9K | ﹤0.01% | 2940 |
|
|
2021
Q3 | $21K | Hold |
1,043
| – | – | ﹤0.01% | 2200 |
|
|
2021
Q2 | $21K | Hold |
1,043
| – | – | ﹤0.01% | 2176 |
|
|
2021
Q1 | $23K | Hold |
1,043
| – | – | ﹤0.01% | 2002 |
|
|
2020
Q4 | $20K | Hold |
1,043
| – | – | ﹤0.01% | 1960 |
|
|
2020
Q3 | $17K | Hold |
1,043
| – | – | ﹤0.01% | 1845 |
|
|
2020
Q2 | $20K | Hold |
1,043
| – | – | ﹤0.01% | 1706 |
|
|
2020
Q1 | $21K | Hold |
1,043
| – | – | ﹤0.01% | 1681 |
|
|
2019
Q4 | $23K | Sell |
1,043
-206
| -16% | -$4.54K | ﹤0.01% | 1692 |
|
|
2019
Q3 | $26K | Hold |
1,249
| – | – | ﹤0.01% | 1635 |
|
|
2019
Q2 | $26K | Buy |
1,249
+1,043
| +506% | +$21.7K | ﹤0.01% | 1623 |
|
|
2019
Q1 | $4K | Sell |
206
-95
| -32% | -$1.85K | ﹤0.01% | 2176 |
|
|
2018
Q4 | $6K | Buy |
301
+95
| +46% | +$1.89K | ﹤0.01% | 1979 |
|
|
2018
Q3 | $5K | Hold |
206
| – | – | ﹤0.01% | 2091 |
|
|
2018
Q2 | $5K | Hold |
206
| – | – | ﹤0.01% | 2005 |
|
|
2018
Q1 | $5K | Hold |
206
| – | – | ﹤0.01% | 1903 |
|
|
2017
Q4 | $5K | Hold |
206
| – | – | ﹤0.01% | 1911 |
|
|
2017
Q3 | $5K | Buy |
+206
| New | +$5K | ﹤0.01% | 1806 |
|