Northwestern Mutual Wealth Management’s Enterprise Financial Services Corp EFSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.7K | Sell |
883
-3,007
| -77% | -$166K | ﹤0.01% | 2268 |
|
|
2025
Q1 | $209K | Hold |
3,890
| – | – | ﹤0.01% | 1642 |
|
|
2024
Q4 | $219K | Buy |
3,890
+50
| +1% | +$2.82K | ﹤0.01% | 1612 |
|
|
2024
Q3 | $197K | Hold |
3,840
| – | – | ﹤0.01% | 1625 |
|
|
2024
Q2 | $157K | Sell |
3,840
-160
| -4% | -$6.55K | ﹤0.01% | 1659 |
|
|
2024
Q1 | $162K | Buy |
+4,000
| New | +$162K | ﹤0.01% | 1631 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$7.5K | – | 3526 |
|
|
2023
Q3 | $7.5K | Sell |
200
-4,061
| -95% | -$152K | ﹤0.01% | 2631 |
|
|
2023
Q2 | $167K | Buy |
4,261
+61
| +1% | +$2.39K | ﹤0.01% | 1535 |
|
|
2023
Q1 | $187K | Hold |
4,200
| – | – | ﹤0.01% | 1466 |
|
|
2022
Q4 | $206K | Hold |
4,200
| – | – | ﹤0.01% | 1412 |
|
|
2022
Q3 | $185K | Hold |
4,200
| – | – | ﹤0.01% | 1421 |
|
|
2022
Q2 | $174K | Hold |
4,200
| – | – | ﹤0.01% | 1440 |
|
|
2022
Q1 | $198K | Hold |
4,200
| – | – | ﹤0.01% | 1438 |
|
|
2021
Q4 | $197K | Hold |
4,200
| – | – | ﹤0.01% | 1445 |
|
|
2021
Q3 | $190K | Hold |
4,200
| – | – | ﹤0.01% | 1362 |
|
|
2021
Q2 | $195K | Hold |
4,200
| – | – | ﹤0.01% | 1323 |
|
|
2021
Q1 | $208K | Hold |
4,200
| – | – | ﹤0.01% | 1231 |
|
|
2020
Q4 | $147K | Hold |
4,200
| – | – | ﹤0.01% | 1255 |
|
|
2020
Q3 | $115K | Hold |
4,200
| – | – | ﹤0.01% | 1221 |
|
|
2020
Q2 | $131K | Hold |
4,200
| – | – | ﹤0.01% | 1116 |
|
|
2020
Q1 | $117K | Hold |
4,200
| – | – | ﹤0.01% | 1058 |
|
|
2019
Q4 | $202K | Sell |
4,200
-509
| -11% | -$24.5K | ﹤0.01% | 946 |
|
|
2019
Q3 | $192K | Hold |
4,709
| – | – | ﹤0.01% | 909 |
|
|
2019
Q2 | $196K | Buy |
4,709
+200
| +4% | +$8.32K | ﹤0.01% | 893 |
|
|
2019
Q1 | $184K | Buy |
4,509
+4,000
| +786% | +$163K | ﹤0.01% | 887 |
|
|
2018
Q4 | $19K | Sell |
509
-36
| -7% | -$1.34K | ﹤0.01% | 1606 |
|
|
2018
Q3 | $29K | Buy |
545
+36
| +7% | +$1.92K | ﹤0.01% | 1509 |
|
|
2018
Q2 | $27K | Hold |
509
| – | – | ﹤0.01% | 1492 |
|
|
2018
Q1 | $24K | Buy |
+509
| New | +$24K | ﹤0.01% | 1459 |
|
|
2017
Q1 | – | Sell |
-26
| Closed | -$1K | – | 2100 |
|
|
2016
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 2154 |
|