Northwestern Mutual Wealth Management
PEO

Northwestern Mutual Wealth Management’s Adams Natural Resources Fund PEO Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$59.9K Buy
2,801
+65
+2% +$1.39K ﹤0.01% 2179
2025
Q1 		$62.4K Sell
2,736
-619
-18% -$14.1K ﹤0.01% 2106
2024
Q4 		$72.9K Buy
3,355
+340
+11% +$7.39K ﹤0.01% 2035
2024
Q3 		$67.4K Sell
3,015
-342
-10% -$7.64K ﹤0.01% 2049
2024
Q2 		$76.3K Buy
3,357
+2,373
+241% +$53.9K ﹤0.01% 1941
2024
Q1 		$21.8K Hold
984
– – ﹤0.01% 2389
2023
Q4 		$19.5K Sell
984
-5,137
-84% -$102K ﹤0.01% 2407
2023
Q3 		$136K Buy
6,121
+5,183
+553% +$115K ﹤0.01% 1589
2023
Q2 		$18.8K Hold
938
– – ﹤0.01% 2346
2023
Q1 		$18.5K Buy
938
+208
+28% +$4.11K ﹤0.01% 2278
2022
Q4 		$15.3K Buy
730
+398
+120% +$8.34K ﹤0.01% 2350
2022
Q3 		$6K Hold
332
– – ﹤0.01% 2646
2022
Q2 		$6K Hold
332
– – ﹤0.01% 2674
2022
Q1 		$7K Sell
332
-4
-1% -$84 ﹤0.01% 2641
2021
Q4 		$5K Sell
336
-349
-51% -$5.19K ﹤0.01% 2798
2021
Q3 		$11K Sell
685
-552
-45% -$8.86K ﹤0.01% 2433
2021
Q2 		$19K Hold
1,237
– – ﹤0.01% 2215
2021
Q1 		$18K Sell
1,237
-2
-0.2% -$29 ﹤0.01% 2093
2020
Q4 		$14K Buy
1,239
+40
+3% +$452 ﹤0.01% 2086
2020
Q3 		$11K Sell
1,199
-44,668
-97% -$410K ﹤0.01% 1965
2020
Q2 		$501K Sell
45,867
-9,469
-17% -$103K ﹤0.01% 714
2020
Q1 		$441K Buy
55,336
+604
+1% +$4.81K ﹤0.01% 675
2019
Q4 		$867K Sell
54,732
-10,389
-16% -$165K ﹤0.01% 554
2019
Q3 		$992K Sell
65,121
-1,231
-2% -$18.8K ﹤0.01% 487
2019
Q2 		$1.06M Sell
66,352
-1,605
-2% -$25.5K ﹤0.01% 462
2019
Q1 		$1.1M Buy
67,957
+1,407
+2% +$22.7K ﹤0.01% 446
2018
Q4 		$933K Buy
66,550
+9,466
+17% +$133K ﹤0.01% 443
2018
Q3 		$1.1M Sell
57,084
-241
-0.4% -$4.62K 0.01% 414
2018
Q2 		$1.11M Buy
57,325
+671
+1% +$13K 0.01% 392
2018
Q1 		$993K Buy
56,654
+2,087
+4% +$36.6K 0.01% 399
2017
Q4 		$1.04M Sell
54,567
-8,239
-13% -$157K 0.01% 362
2017
Q3 		$1.19M Sell
62,806
-4,049
-6% -$76.5K 0.01% 322
2017
Q2 		$1.2M Sell
66,855
-10,906
-14% -$196K 0.01% 320
2017
Q1 		$1.45M Sell
77,761
-3,757
-5% -$70.2K 0.01% 278
2016
Q4 		$1.58M Buy
+81,518
New +$1.58M 0.02% 273
2016
Q3 		– Sell
-85,023
Closed -$1.65M – 1139
2016
Q2 		$1.65M Sell
85,023
-7,977
-9% -$154K 0.02% 254
2016
Q1 		$1.61M Buy
93,000
+6,060
+7% +$105K 0.03% 229
2015
Q4 		$1.48M Buy
86,940
+10,448
+14% +$178K 0.03% 232
2015
Q3 		$1.34M Buy
76,492
+13,838
+22% +$242K 0.03% 237
2015
Q2 		$1.35M Buy
62,654
+16,854
+37% +$362K 0.03% 230
2015
Q1 		$1.02M Buy
45,800
+45,142
+6,860% +$1.01M 0.03% 235
2014
Q4 		$15K Buy
+658
New +$15K ﹤0.01% 960