Northwestern Mutual Wealth Management’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-21
| Closed | -$584 | – | 4195 |
|
|
2025
Q3 | $584 | Buy |
+21
| New | +$507 | ﹤0.01% | 3619 |
|
|
2025
Q2 | – | Sell |
-79
| Closed | -$1.52K | – | 3927 |
|
|
2025
Q1 | $1.52K | Buy |
+79
| New | +$1.56K | ﹤0.01% | 3209 |
|
|
2024
Q2 | – | Sell |
-10
| Closed | -$221 | – | 3741 |
|
|
2024
Q1 | $221 | Hold |
10
| – | – | ﹤0.01% | 3391 |
|
|
2023
Q4 | $224 | Buy |
+10
| New | +$207 | ﹤0.01% | 3344 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | -$1K | – | 3323 |
|
|
2022
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 3066 |
|
|
2022
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 3013 |
|
|
2021
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 3055 |
|
|
2021
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 2944 |
|
|
2021
Q2 | $1K | Buy |
+25
| New | +$863 | ﹤0.01% | 2913 |
|
|
2020
Q2 | – | Sell |
-442
| Closed | -$15K | – | 2611 |
|
|
2020
Q1 | $15K | Sell |
442
-45
| -9% | -$1.47K | ﹤0.01% | 1780 |
|
|
2019
Q4 | $18K | Hold |
487
| – | – | ﹤0.01% | 1770 |
|
|
2019
Q3 | $14K | Buy |
487
+203
| +71% | +$7.56K | ﹤0.01% | 1831 |
|
|
2019
Q2 | $11K | Buy |
284
+62
| +28% | +$2.24K | ﹤0.01% | 1929 |
|
|
2019
Q1 | $8K | Sell |
222
-50
| -18% | -$1.85K | ﹤0.01% | 2020 |
|
|
2018
Q4 | $10K | Hold |
272
| – | – | ﹤0.01% | 1838 |
|
|
2018
Q3 | $12K | Buy |
272
+50
| +23% | +$2.02K | ﹤0.01% | 1875 |
|
|
2018
Q2 | $8K | Sell |
222
-200
| -47% | -$6.63K | ﹤0.01% | 1900 |
|
|
2018
Q1 | $13K | Hold |
422
| – | – | ﹤0.01% | 1682 |
|
|
2017
Q4 | $12K | Sell |
422
-277
| -40% | -$8.54K | ﹤0.01% | 1689 |
|
|
2017
Q3 | $23K | Buy |
699
+499
| +250% | +$16.9K | ﹤0.01% | 1418 |
|
|
2017
Q2 | $7K | Buy |
+200
| New | +$6.84K | ﹤0.01% | 1694 |
|
|
2017
Q1 | – | Sell |
-1,126
| Closed | -$35K | – | 2303 |
|
|
2016
Q4 | $35K | Buy |
+1,126
| New | +$34.7K | ﹤0.01% | 1144 |
|
|
2016
Q3 | – | Sell |
-29
| Closed | -$1K | – | 1158 |
|
|
2016
Q2 | $1K | Sell |
29
-200
| -87% | -$6.59K | ﹤0.01% | 1964 |
|
|
2016
Q1 | $8K | Buy |
+229
| New | +$7.45K | ﹤0.01% | 1512 |
|
|
2015
Q2 | – | Sell |
-9
| Closed | – | – | 1577 |
|
|
2015
Q1 | $0 | Sell |
9
-84
| -90% | -$2.93K | ﹤0.01% | 1748 |
|
|
2014
Q4 | $3K | Buy |
+93
| New | +$3.03K | ﹤0.01% | 1428 |
|