Northwestern Mutual Wealth Management’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
36,409
+321
| +0.9% | +$16K | ﹤0.01% | 969 |
|
|
2025
Q1 | $1.19M | Sell |
36,088
-273,047
| -88% | -$9.03M | ﹤0.01% | 1053 |
|
|
2024
Q4 | $11.9M | Buy |
309,135
+23,528
| +8% | +$903K | 0.01% | 426 |
|
|
2024
Q3 | $9.55M | Buy |
285,607
+8,201
| +3% | +$274K | 0.01% | 461 |
|
|
2024
Q2 | $8.18M | Buy |
277,406
+16,085
| +6% | +$474K | 0.01% | 468 |
|
|
2024
Q1 | $7.48M | Buy |
261,321
+11,444
| +5% | +$327K | 0.01% | 480 |
|
|
2023
Q4 | $5.74M | Buy |
249,877
+6,164
| +3% | +$141K | 0.01% | 504 |
|
|
2023
Q3 | $4.96M | Buy |
243,713
+234,778
| +2,628% | +$4.77M | 0.01% | 505 |
|
|
2023
Q2 | $186K | Sell |
8,935
-649
| -7% | -$13.5K | ﹤0.01% | 1496 |
|
|
2023
Q1 | $166K | Buy |
9,584
+538
| +6% | +$9.33K | ﹤0.01% | 1508 |
|
|
2022
Q4 | $146K | Sell |
9,046
-2,176
| -19% | -$35.2K | ﹤0.01% | 1512 |
|
|
2022
Q3 | $140K | Buy |
11,222
+159
| +1% | +$1.98K | ﹤0.01% | 1522 |
|
|
2022
Q2 | $121K | Buy |
11,063
+314
| +3% | +$3.43K | ﹤0.01% | 1575 |
|
|
2022
Q1 | $149K | Buy |
10,749
+722
| +7% | +$10K | ﹤0.01% | 1550 |
|
|
2021
Q4 | $139K | Buy |
10,027
+2,889
| +40% | +$40K | ﹤0.01% | 1580 |
|
|
2021
Q3 | $95K | Sell |
7,138
-3,449
| -33% | -$45.9K | ﹤0.01% | 1654 |
|
|
2021
Q2 | $143K | Buy |
10,587
+1,640
| +18% | +$22.2K | ﹤0.01% | 1457 |
|
|
2021
Q1 | $123K | Buy |
8,947
+945
| +12% | +$13K | ﹤0.01% | 1412 |
|
|
2020
Q4 | $108K | Buy |
8,002
+2,596
| +48% | +$35K | ﹤0.01% | 1373 |
|
|
2020
Q3 | $46K | Buy |
5,406
+443
| +9% | +$3.77K | ﹤0.01% | 1535 |
|
|
2020
Q2 | $38K | Buy |
4,963
+345
| +7% | +$2.64K | ﹤0.01% | 1536 |
|
|
2020
Q1 | $29K | Sell |
4,618
-3,109
| -40% | -$19.5K | ﹤0.01% | 1574 |
|
|
2019
Q4 | $73K | Sell |
7,727
-567
| -7% | -$5.36K | ﹤0.01% | 1311 |
|
|
2019
Q3 | $65K | Sell |
8,294
-25
| -0.3% | -$196 | ﹤0.01% | 1327 |
|
|
2019
Q2 | $60K | Sell |
8,319
-1,442
| -15% | -$10.4K | ﹤0.01% | 1310 |
|
|
2019
Q1 | $74K | Buy |
9,761
+79
| +0.8% | +$599 | ﹤0.01% | 1199 |
|
|
2018
Q4 | $56K | Buy |
9,682
+782
| +9% | +$4.52K | ﹤0.01% | 1200 |
|
|
2018
Q3 | $88K | Buy |
8,900
+5,512
| +163% | +$54.5K | ﹤0.01% | 1085 |
|
|
2018
Q2 | $36K | Hold |
3,388
| – | – | ﹤0.01% | 1370 |
|
|
2018
Q1 | $42K | Buy |
3,388
+147
| +5% | +$1.82K | ﹤0.01% | 1266 |
|
|
2017
Q4 | $44K | Sell |
3,241
-196
| -6% | -$2.66K | ﹤0.01% | 1197 |
|
|
2017
Q3 | $43K | Buy |
3,437
+454
| +15% | +$5.68K | ﹤0.01% | 1177 |
|
|
2017
Q2 | $37K | Buy |
2,983
+44
| +1% | +$546 | ﹤0.01% | 1188 |
|
|
2017
Q1 | $38K | Sell |
2,939
-1,157
| -28% | -$15K | ﹤0.01% | 1106 |
|
|
2016
Q4 | $45K | Buy |
+4,096
| New | +$45K | ﹤0.01% | 1062 |
|
|
2016
Q3 | – | Sell |
-1,707
| Closed | -$15K | – | 648 |
|
|
2016
Q2 | $15K | Sell |
1,707
-213
| -11% | -$1.87K | ﹤0.01% | 1250 |
|
|
2016
Q1 | $17K | Buy |
1,920
+1,246
| +185% | +$11K | ﹤0.01% | 1249 |
|
|
2015
Q4 | $6K | Buy |
+674
| New | +$6K | ﹤0.01% | 1275 |
|
|
2013
Q4 | – | Sell |
-203
| Closed | -$2K | – | 1435 |
|
|
2013
Q3 | $2K | Sell |
203
-431
| -68% | -$4.25K | ﹤0.01% | 1178 |
|
|
2013
Q2 | $5K | Buy |
+634
| New | +$5K | ﹤0.01% | 952 |
|