Northwestern Mutual Wealth Management’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $15.1K | Sell |
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|
2024
Q4 | $20.1K | Sell |
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|
2024
Q3 | $49.4K | Buy |
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|
2024
Q2 | $17.4K | Sell |
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|
2024
Q1 | $22.7K | Buy |
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|
2023
Q4 | $24.5K | Sell |
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|
2023
Q3 | $26.1K | Buy |
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|
2023
Q2 | $29.7K | Buy |
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|
2023
Q1 | $23.4K | Buy |
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|
2022
Q4 | $17.4K | Buy |
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|
2022
Q3 | $15K | Sell |
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|
2022
Q2 | $25K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $29K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1K | Sell |
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|
2020
Q3 | $19K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $0 | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $10K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $12K | Sell |
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|
2016
Q1 | $15K | Buy |
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|
2015
Q4 | $2K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $8K | Sell |
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|
2015
Q1 | $12K | Hold |
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|
2014
Q4 | $13K | Buy |
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