Northwestern Mutual Wealth Management’s nCino NCNO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$414K Sell
14,785
-80
-0.5% -$2.24K ﹤0.01% 1452
2025
Q1
$408K Sell
14,865
-12
-0.1% -$330 ﹤0.01% 1407
2024
Q4
$500K Sell
14,877
-53
-0.4% -$1.78K ﹤0.01% 1323
2024
Q3
$472K Buy
14,930
+328
+2% +$10.4K ﹤0.01% 1321
2024
Q2
$459K Buy
14,602
+508
+4% +$16K ﹤0.01% 1282
2024
Q1
$527K Buy
14,094
+13,894
+6,947% +$519K ﹤0.01% 1230
2023
Q4
$6.73K Buy
200
+16
+9% +$538 ﹤0.01% 2775
2023
Q3
$5.85K Sell
184
-50
-21% -$1.59K ﹤0.01% 2711
2023
Q2
$7.05K Buy
234
+50
+27% +$1.51K ﹤0.01% 2677
2023
Q1
$4.56K Hold
184
﹤0.01% 2774
2022
Q4
$4.87K Sell
184
-65
-26% -$1.72K ﹤0.01% 2729
2022
Q3
$9K Sell
249
-104
-29% -$3.76K ﹤0.01% 2495
2022
Q2
$11K Buy
353
+124
+54% +$3.86K ﹤0.01% 2484
2022
Q1
$10K Hold
229
﹤0.01% 2540
2021
Q4
$13K Buy
229
+65
+40% +$3.69K ﹤0.01% 2480
2021
Q3
$12K Sell
164
-175
-52% -$12.8K ﹤0.01% 2404
2021
Q2
$20K Buy
339
+175
+107% +$10.3K ﹤0.01% 2199
2021
Q1
$11K Buy
+164
New +$11K ﹤0.01% 2260