Northwestern Mutual Wealth Management’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2K | Sell |
960
-671
| -41% | -$7.13K | ﹤0.01% | 2794 |
|
|
2025
Q1 | $17.9K | Hold |
1,631
| – | – | ﹤0.01% | 2553 |
|
|
2024
Q4 | $15.9K | Hold |
1,631
| – | – | ﹤0.01% | 2593 |
|
|
2024
Q3 | $15.8K | Hold |
1,631
| – | – | ﹤0.01% | 2542 |
|
|
2024
Q2 | $14.7K | Hold |
1,631
| – | – | ﹤0.01% | 2510 |
|
|
2024
Q1 | $18.4K | Sell |
1,631
-702
| -30% | -$7.91K | ﹤0.01% | 2440 |
|
|
2023
Q4 | $33.1K | Sell |
2,333
-3,766
| -62% | -$53.4K | ﹤0.01% | 2216 |
|
|
2023
Q3 | $75.1K | Buy |
6,099
+820
| +16% | +$10.1K | ﹤0.01% | 1826 |
|
|
2023
Q2 | $191K | Hold |
5,279
| – | – | ﹤0.01% | 1482 |
|
|
2023
Q1 | $203K | Buy |
5,279
+605
| +13% | +$23.2K | ﹤0.01% | 1436 |
|
|
2022
Q4 | $196K | Buy |
4,674
+33
| +0.7% | +$1.38K | ﹤0.01% | 1427 |
|
|
2022
Q3 | $161K | Buy |
4,641
+504
| +12% | +$17.5K | ﹤0.01% | 1465 |
|
|
2022
Q2 | $170K | Buy |
4,137
+650
| +19% | +$26.7K | ﹤0.01% | 1446 |
|
|
2022
Q1 | $147K | Sell |
3,487
-722
| -17% | -$30.4K | ﹤0.01% | 1553 |
|
|
2021
Q4 | $175K | Buy |
4,209
+1,124
| +36% | +$46.7K | ﹤0.01% | 1497 |
|
|
2021
Q3 | $126K | Hold |
3,085
| – | – | ﹤0.01% | 1531 |
|
|
2021
Q2 | $130K | Buy |
3,085
+2,913
| +1,694% | +$123K | ﹤0.01% | 1489 |
|
|
2021
Q1 | $8K | Buy |
172
+22
| +15% | +$1.02K | ﹤0.01% | 2343 |
|
|
2020
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 2371 |
|
|
2020
Q3 | $5K | Sell |
150
-13
| -8% | -$433 | ﹤0.01% | 2169 |
|
|
2020
Q2 | $6K | Sell |
163
-187
| -53% | -$6.88K | ﹤0.01% | 2039 |
|
|
2020
Q1 | $15K | Sell |
350
-1,001
| -74% | -$42.9K | ﹤0.01% | 1775 |
|
|
2019
Q4 | $63K | Buy |
1,351
+187
| +16% | +$8.72K | ﹤0.01% | 1371 |
|
|
2019
Q3 | $53K | Hold |
1,164
| – | – | ﹤0.01% | 1401 |
|
|
2019
Q2 | $51K | Hold |
1,164
| – | – | ﹤0.01% | 1373 |
|
|
2019
Q1 | $47K | Hold |
1,164
| – | – | ﹤0.01% | 1369 |
|
|
2018
Q4 | $43K | Hold |
1,164
| – | – | ﹤0.01% | 1309 |
|
|
2018
Q3 | $41K | Sell |
1,164
-291
| -20% | -$10.3K | ﹤0.01% | 1387 |
|
|
2018
Q2 | $50K | Buy |
1,455
+10
| +0.7% | +$344 | ﹤0.01% | 1242 |
|
|
2018
Q1 | $50K | Hold |
1,445
| – | – | ﹤0.01% | 1198 |
|
|
2017
Q4 | $52K | Hold |
1,445
| – | – | ﹤0.01% | 1135 |
|
|
2017
Q3 | $48K | Hold |
1,445
| – | – | ﹤0.01% | 1134 |
|
|
2017
Q2 | $47K | Buy |
1,445
+730
| +102% | +$23.7K | ﹤0.01% | 1115 |
|
|
2017
Q1 | $24K | Buy |
715
+56
| +8% | +$1.88K | ﹤0.01% | 1264 |
|
|
2016
Q4 | $22K | Buy |
+659
| New | +$22K | ﹤0.01% | 1326 |
|
|
2016
Q3 | – | Sell |
-1,071
| Closed | -$35K | – | 738 |
|
|
2016
Q2 | $35K | Sell |
1,071
-30
| -3% | -$980 | ﹤0.01% | 999 |
|
|
2016
Q1 | $35K | Buy |
1,101
+327
| +42% | +$10.4K | ﹤0.01% | 1004 |
|
|
2015
Q4 | $22K | Buy |
774
+115
| +17% | +$3.27K | ﹤0.01% | 978 |
|
|
2015
Q3 | $19K | Hold |
659
| – | – | ﹤0.01% | 927 |
|
|
2015
Q2 | $20K | Hold |
659
| – | – | ﹤0.01% | 872 |
|
|
2015
Q1 | $21K | Buy |
659
+150
| +29% | +$4.78K | ﹤0.01% | 860 |
|
|
2014
Q4 | $17K | Hold |
509
| – | – | ﹤0.01% | 919 |
|
|
2014
Q3 | $14K | Hold |
509
| – | – | ﹤0.01% | 873 |
|
|
2014
Q2 | $13K | Buy |
509
+245
| +93% | +$6.26K | ﹤0.01% | 849 |
|
|
2014
Q1 | $7K | Hold |
264
| – | – | ﹤0.01% | 933 |
|
|
2013
Q4 | $7K | Sell |
264
-58
| -18% | -$1.54K | ﹤0.01% | 987 |
|
|
2013
Q3 | $8K | Buy |
322
+58
| +22% | +$1.44K | ﹤0.01% | 925 |
|
|
2013
Q2 | $7K | Buy |
+264
| New | +$7K | ﹤0.01% | 905 |
|