Northwestern Mutual Wealth Management’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $133K | Sell |
192
-6
| -3% | -$4.15K | ﹤0.01% | 1903 |
|
2025
Q1 | $112K | Buy |
198
+23
| +13% | +$13K | ﹤0.01% | 1893 |
|
2024
Q4 | $92.5K | Sell |
175
-3
| -2% | -$1.59K | ﹤0.01% | 1949 |
|
2024
Q3 | $98.2K | Buy |
178
+5
| +3% | +$2.76K | ﹤0.01% | 1901 |
|
2024
Q2 | $89.2K | Sell |
173
-169
| -49% | -$87.1K | ﹤0.01% | 1874 |
|
2024
Q1 | $217K | Hold |
342
| – | – | ﹤0.01% | 1528 |
|
2023
Q4 | $187K | Buy |
342
+42
| +14% | +$22.9K | ﹤0.01% | 1530 |
|
2023
Q3 | $137K | Sell |
300
-115
| -28% | -$52.3K | ﹤0.01% | 1587 |
|
2023
Q2 | $167K | Hold |
415
| – | – | ﹤0.01% | 1534 |
|
2023
Q1 | $151K | Sell |
415
-700
| -63% | -$255K | ﹤0.01% | 1542 |
|
2022
Q4 | $347K | Sell |
1,115
-718
| -39% | -$223K | ﹤0.01% | 1240 |
|
2022
Q3 | $551K | Buy |
1,833
+1,718
| +1,494% | +$516K | ﹤0.01% | 1007 |
|
2022
Q2 | $35K | Hold |
115
| – | – | ﹤0.01% | 2031 |
|
2022
Q1 | $37K | Sell |
115
-4
| -3% | -$1.29K | ﹤0.01% | 2076 |
|
2021
Q4 | $40K | Buy |
119
+4
| +3% | +$1.35K | ﹤0.01% | 2060 |
|
2021
Q3 | $39K | Sell |
115
-330
| -74% | -$112K | ﹤0.01% | 1979 |
|
2021
Q2 | $143K | Hold |
445
| – | – | ﹤0.01% | 1458 |
|
2021
Q1 | $169K | Sell |
445
-55
| -11% | -$20.9K | ﹤0.01% | 1296 |
|
2020
Q4 | $199K | Hold |
500
| – | – | ﹤0.01% | 1143 |
|
2020
Q3 | $171K | Sell |
500
-95
| -16% | -$32.5K | ﹤0.01% | 1078 |
|
2020
Q2 | $238K | Sell |
595
-16
| -3% | -$6.4K | ﹤0.01% | 909 |
|
2020
Q1 | $234K | Buy |
611
+16
| +3% | +$6.13K | ﹤0.01% | 834 |
|
2019
Q4 | $289K | Buy |
595
+35
| +6% | +$17K | ﹤0.01% | 828 |
|
2019
Q3 | $264K | Hold |
560
| – | – | ﹤0.01% | 798 |
|
2019
Q2 | $225K | Buy |
560
+403
| +257% | +$162K | ﹤0.01% | 858 |
|
2019
Q1 | $68K | Sell |
157
-395
| -72% | -$171K | ﹤0.01% | 1230 |
|
2018
Q4 | $227K | Buy |
552
+15
| +3% | +$6.17K | ﹤0.01% | 759 |
|
2018
Q3 | $218K | Buy |
537
+9
| +2% | +$3.65K | ﹤0.01% | 783 |
|
2018
Q2 | $214K | Sell |
528
-19
| -3% | -$7.7K | ﹤0.01% | 754 |
|
2018
Q1 | $220K | Buy |
547
+10
| +2% | +$4.02K | ﹤0.01% | 714 |
|
2017
Q4 | $213K | Sell |
537
-75
| -12% | -$29.7K | ﹤0.01% | 712 |
|
2017
Q3 | $261K | Buy |
612
+1
| +0.2% | +$426 | ﹤0.01% | 624 |
|
2017
Q2 | $281K | Buy |
611
+6
| +1% | +$2.76K | ﹤0.01% | 600 |
|
2017
Q1 | $274K | Sell |
605
-6
| -1% | -$2.72K | ﹤0.01% | 580 |
|
2016
Q4 | $259K | Sell |
611
-389
| -39% | -$165K | ﹤0.01% | 589 |
|
2016
Q3 | $429K | Buy |
1,000
+389
| +64% | +$167K | 0.03% | 142 |
|
2016
Q2 | $253K | Sell |
611
-95
| -13% | -$39.3K | ﹤0.01% | 536 |
|
2016
Q1 | $279K | Buy |
706
+122
| +21% | +$48.2K | ﹤0.01% | 496 |
|
2015
Q4 | $222K | Hold |
584
| – | – | ﹤0.01% | 493 |
|
2015
Q3 | $208K | Buy |
+584
| New | +$208K | 0.01% | 480 |
|
2015
Q1 | – | Sell |
-34
| Closed | -$14K | – | 1722 |
|
2014
Q4 | $14K | Buy |
+34
| New | +$14K | ﹤0.01% | 981 |
|