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 |
|