Northwestern Mutual Wealth Management’s Finance of America Companies FOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7K | Sell |
500
-500
| -50% | -$11.7K | ﹤0.01% | 2751 |
|
|
2025
Q1 | $21.3K | Hold |
1,000
| – | – | ﹤0.01% | 2485 |
|
|
2024
Q4 | $28.1K | Hold |
1,000
| – | – | ﹤0.01% | 2390 |
|
|
2024
Q3 | $11.6K | Hold |
1,000
| – | – | ﹤0.01% | 2636 |
|
|
2024
Q2 | $4.93K | Hold |
1,000
| – | – | ﹤0.01% | 2865 |
|
|
2024
Q1 | $7.35K | Hold |
1,000
| – | – | ﹤0.01% | 2728 |
|
|
2023
Q4 | $11K | Sell |
1,000
-1,040
| -51% | -$11.4K | ﹤0.01% | 2596 |
|
|
2023
Q3 | $26.1K | Buy |
2,040
+1,040
| +104% | +$13.3K | ﹤0.01% | 2219 |
|
|
2023
Q2 | $19.1K | Hold |
1,000
| – | – | ﹤0.01% | 2334 |
|
|
2023
Q1 | $12.4K | Hold |
1,000
| – | – | ﹤0.01% | 2428 |
|
|
2022
Q4 | $12.7K | Hold |
1,000
| – | – | ﹤0.01% | 2407 |
|
|
2022
Q3 | $15K | Sell |
1,000
-453
| -31% | -$6.8K | ﹤0.01% | 2324 |
|
|
2022
Q2 | $23K | Sell |
1,453
-36
| -2% | -$570 | ﹤0.01% | 2188 |
|
|
2022
Q1 | $45K | Hold |
1,489
| – | – | ﹤0.01% | 1990 |
|
|
2021
Q4 | $59K | Buy |
+1,489
| New | +$59K | ﹤0.01% | 1922 |
|