Northwestern Mutual Wealth Management’s Evertec EVTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.5K | Buy |
2,234
+59
| +3% | +$2.13K | ﹤0.01% | 2074 |
|
|
2025
Q1 | $80K | Sell |
2,175
-104
| -5% | -$3.82K | ﹤0.01% | 2019 |
|
|
2024
Q4 | $78.7K | Hold |
2,279
| – | – | ﹤0.01% | 2010 |
|
|
2024
Q3 | $77.2K | Sell |
2,279
-147
| -6% | -$4.98K | ﹤0.01% | 2008 |
|
|
2024
Q2 | $80.7K | Buy |
2,426
+2,175
| +867% | +$72.3K | ﹤0.01% | 1914 |
|
|
2024
Q1 | $10K | Buy |
251
+217
| +638% | +$8.66K | ﹤0.01% | 2640 |
|
|
2023
Q4 | $1.39K | Buy |
+34
| New | +$1.39K | ﹤0.01% | 3113 |
|
|
2023
Q2 | – | Sell |
-355
| Closed | -$12K | – | 3416 |
|
|
2023
Q1 | $12K | Buy |
355
+19
| +6% | +$641 | ﹤0.01% | 2443 |
|
|
2022
Q4 | $10.9K | Buy |
+336
| New | +$10.9K | ﹤0.01% | 2465 |
|
|
2022
Q2 | – | Sell |
-600
| Closed | -$25K | – | 3256 |
|
|
2022
Q1 | $25K | Buy |
600
+559
| +1,363% | +$23.3K | ﹤0.01% | 2216 |
|
|
2021
Q4 | $2K | Sell |
41
-201
| -83% | -$9.81K | ﹤0.01% | 2944 |
|
|
2021
Q3 | $11K | Buy |
242
+190
| +365% | +$8.64K | ﹤0.01% | 2423 |
|
|
2021
Q2 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 2803 |
|
|
2020
Q2 | – | Sell |
-25
| Closed | -$1K | – | 2473 |
|
|
2020
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 2381 |
|