Northwestern Mutual Wealth Management’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $790K | Sell |
6,840
-2
| -0% | -$231 | ﹤0.01% | 1233 |
|
2025
Q1 | $795K | Sell |
6,842
-42
| -0.6% | -$4.88K | ﹤0.01% | 1181 |
|
2024
Q4 | $752K | Buy |
6,884
+44
| +0.6% | +$4.81K | ﹤0.01% | 1170 |
|
2024
Q3 | $705K | Sell |
6,840
-27
| -0.4% | -$2.78K | ﹤0.01% | 1178 |
|
2024
Q2 | $640K | Buy |
6,867
+11
| +0.2% | +$1.03K | ﹤0.01% | 1169 |
|
2024
Q1 | $637K | Buy |
6,856
+16
| +0.2% | +$1.49K | ﹤0.01% | 1161 |
|
2023
Q4 | $672K | Buy |
6,840
+3,960
| +138% | +$389K | ﹤0.01% | 1103 |
|
2023
Q3 | $270K | Buy |
2,880
+1,248
| +76% | +$117K | ﹤0.01% | 1359 |
|
2023
Q2 | $167K | Sell |
1,632
-592
| -27% | -$60.7K | ﹤0.01% | 1532 |
|
2023
Q1 | $241K | Buy |
2,224
+743
| +50% | +$80.5K | ﹤0.01% | 1375 |
|
2022
Q4 | $160K | Buy |
1,481
+380
| +35% | +$41K | ﹤0.01% | 1486 |
|
2022
Q3 | $109K | Sell |
1,101
-54
| -5% | -$5.35K | ﹤0.01% | 1614 |
|
2022
Q2 | $123K | Hold |
1,155
| – | – | ﹤0.01% | 1569 |
|
2022
Q1 | $133K | Buy |
1,155
+54
| +5% | +$6.22K | ﹤0.01% | 1591 |
|
2021
Q4 | $125K | Sell |
1,101
-100
| -8% | -$11.4K | ﹤0.01% | 1625 |
|
2021
Q3 | $123K | Sell |
1,201
-54
| -4% | -$5.53K | ﹤0.01% | 1546 |
|
2021
Q2 | $123K | Buy |
1,255
+54
| +4% | +$5.29K | ﹤0.01% | 1510 |
|
2021
Q1 | $120K | Hold |
1,201
| – | – | ﹤0.01% | 1423 |
|
2020
Q4 | $115K | Buy |
1,201
+952
| +382% | +$91.2K | ﹤0.01% | 1351 |
|
2020
Q3 | $20K | Buy |
249
+149
| +149% | +$12K | ﹤0.01% | 1799 |
|
2020
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 1933 |
|
2020
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 1917 |
|
2019
Q4 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 1915 |
|
2019
Q2 | – | Sell |
-34
| Closed | -$3K | – | 2598 |
|
2019
Q1 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 2242 |
|
2018
Q4 | – | Sell |
-50
| Closed | -$5K | – | 2500 |
|
2018
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 2100 |
|
2017
Q1 | – | Sell |
-88
| Closed | -$7K | – | 2190 |
|
2016
Q4 | $7K | Buy |
+88
| New | +$7K | ﹤0.01% | 1735 |
|
2016
Q3 | – | Sell |
-88
| Closed | -$7K | – | 792 |
|
2016
Q2 | $7K | Hold |
88
| – | – | ﹤0.01% | 1485 |
|
2016
Q1 | $7K | Buy |
+88
| New | +$7K | ﹤0.01% | 1545 |
|
2015
Q1 | – | Sell |
-36
| Closed | -$2K | – | 1656 |
|
2014
Q4 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 1513 |
|