Northwestern Mutual Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Buy |
6,697
+1,030
| +18% | +$594K | ﹤0.01% | 761 |
|
|
2025
Q1 | $3.2M | Buy |
5,667
+1,624
| +40% | +$918K | ﹤0.01% | 783 |
|
|
2024
Q4 | $2.43M | Buy |
4,043
+80
| +2% | +$48K | ﹤0.01% | 802 |
|
|
2024
Q3 | $2.31M | Buy |
3,963
+1,075
| +37% | +$627K | ﹤0.01% | 813 |
|
|
2024
Q2 | $1.39M | Buy |
2,888
+2,416
| +512% | +$1.16M | ﹤0.01% | 924 |
|
|
2024
Q1 | $265K | Sell |
472
-305
| -39% | -$171K | ﹤0.01% | 1461 |
|
|
2023
Q4 | $440K | Buy |
777
+300
| +63% | +$170K | ﹤0.01% | 1258 |
|
|
2023
Q3 | $245K | Sell |
477
-18
| -4% | -$9.24K | ﹤0.01% | 1392 |
|
|
2023
Q2 | $232K | Buy |
495
+139
| +39% | +$65.2K | ﹤0.01% | 1406 |
|
|
2023
Q1 | $199K | Hold |
356
| – | – | ﹤0.01% | 1442 |
|
|
2022
Q4 | $166K | Buy |
356
+12
| +3% | +$5.58K | ﹤0.01% | 1473 |
|
|
2022
Q3 | $145K | Sell |
344
-148
| -30% | -$62.4K | ﹤0.01% | 1501 |
|
|
2022
Q2 | $202K | Buy |
492
+158
| +47% | +$64.9K | ﹤0.01% | 1383 |
|
|
2022
Q1 | $168K | Sell |
334
-83
| -20% | -$41.7K | ﹤0.01% | 1499 |
|
|
2021
Q4 | $256K | Buy |
417
+125
| +43% | +$76.7K | ﹤0.01% | 1332 |
|
|
2021
Q3 | $178K | Sell |
292
-74
| -20% | -$45.1K | ﹤0.01% | 1391 |
|
|
2021
Q2 | $195K | Buy |
366
+184
| +101% | +$98K | ﹤0.01% | 1324 |
|
|
2021
Q1 | $77K | Sell |
182
-13
| -7% | -$5.5K | ﹤0.01% | 1586 |
|
|
2020
Q4 | $87K | Buy |
195
+97
| +99% | +$43.3K | ﹤0.01% | 1445 |
|
|
2020
Q3 | $35K | Sell |
98
-27
| -22% | -$9.64K | ﹤0.01% | 1613 |
|
|
2020
Q2 | $42K | Sell |
125
-67
| -35% | -$22.5K | ﹤0.01% | 1502 |
|
|
2020
Q1 | $56K | Sell |
192
-50
| -21% | -$14.6K | ﹤0.01% | 1344 |
|
|
2019
Q4 | $62K | Sell |
242
-15
| -6% | -$3.84K | ﹤0.01% | 1384 |
|
|
2019
Q3 | $56K | Buy |
257
+172
| +202% | +$37.5K | ﹤0.01% | 1385 |
|
|
2019
Q2 | $20K | Sell |
85
-125
| -60% | -$29.4K | ﹤0.01% | 1732 |
|
|
2019
Q1 | $42K | Sell |
210
-269
| -56% | -$53.8K | ﹤0.01% | 1427 |
|
|
2018
Q4 | $71K | Buy |
479
+86
| +22% | +$12.7K | ﹤0.01% | 1113 |
|
|
2018
Q3 | $70K | Buy |
393
+154
| +64% | +$27.4K | ﹤0.01% | 1168 |
|
|
2018
Q2 | $39K | Sell |
239
-24
| -9% | -$3.92K | ﹤0.01% | 1347 |
|
|
2018
Q1 | $40K | Buy |
263
+78
| +42% | +$11.9K | ﹤0.01% | 1296 |
|
|
2017
Q4 | $23K | Hold |
185
| – | – | ﹤0.01% | 1459 |
|
|
2017
Q3 | $22K | Sell |
185
-31
| -14% | -$3.69K | ﹤0.01% | 1431 |
|
|
2017
Q2 | $22K | Sell |
216
-20
| -8% | -$2.04K | ﹤0.01% | 1354 |
|
|
2017
Q1 | $23K | Sell |
236
-133
| -36% | -$13K | ﹤0.01% | 1281 |
|
|
2016
Q4 | $30K | Buy |
+369
| New | +$30K | ﹤0.01% | 1202 |
|
|
2016
Q3 | – | Sell |
-351
| Closed | -$27K | – | 1013 |
|
|
2016
Q2 | $27K | Buy |
351
+48
| +16% | +$3.69K | ﹤0.01% | 1070 |
|
|
2016
Q1 | $22K | Buy |
303
+8
| +3% | +$581 | ﹤0.01% | 1154 |
|
|
2015
Q4 | $22K | Buy |
295
+120
| +69% | +$8.95K | ﹤0.01% | 981 |
|
|
2015
Q3 | $10K | Hold |
175
| – | – | ﹤0.01% | 1089 |
|
|
2015
Q2 | $11K | Hold |
175
| – | – | ﹤0.01% | 978 |
|
|
2015
Q1 | $11K | Buy |
+175
| New | +$11K | ﹤0.01% | 1013 |
|