Northwestern Mutual Wealth Management
PMO

Northwestern Mutual Wealth Management’s Putnam Municipal Opportunities Trust PMO Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PMO Stock Details PMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$204K Sell
20,623
-5,877
-22% -$58.1K ﹤0.01% 1735
2025
Q1 		$270K Sell
26,500
-21,880
-45% -$223K ﹤0.01% 1547
2024
Q4 		$490K Sell
48,380
-1,497
-3% -$15.2K ﹤0.01% 1330
2024
Q3 		$544K Buy
49,877
+16,957
+52% +$185K ﹤0.01% 1272
2024
Q2 		$338K Sell
32,920
-20,138
-38% -$207K ﹤0.01% 1382
2024
Q1 		$539K Sell
53,058
-597
-1% -$6.07K ﹤0.01% 1219
2023
Q4 		$549K Sell
53,655
-14,138
-21% -$145K ﹤0.01% 1167
2023
Q3 		$624K Buy
67,793
+26,720
+65% +$246K ﹤0.01% 1081
2023
Q2 		$419K Sell
41,073
-8,742
-18% -$89.3K ﹤0.01% 1210
2023
Q1 		$516K Buy
49,815
+510
+1% +$5.28K ﹤0.01% 1117
2022
Q4 		$535K Sell
49,305
-3,688
-7% -$40K ﹤0.01% 1080
2022
Q3 		$519K Sell
52,993
-5,799
-10% -$56.8K ﹤0.01% 1027
2022
Q2 		$693K Sell
58,792
-122,986
-68% -$1.45M ﹤0.01% 934
2022
Q1 		$2.12M Buy
181,778
+103,046
+131% +$1.2M ﹤0.01% 627
2021
Q4 		$1.13M Buy
78,732
+434
+0.6% +$6.25K ﹤0.01% 783
2021
Q3 		$1.07M Sell
78,298
-908
-1% -$12.4K ﹤0.01% 743
2021
Q2 		$1.12M Buy
79,206
+810
+1% +$11.5K ﹤0.01% 727
2021
Q1 		$1.05M Sell
78,396
-152,052
-66% -$2.04M ﹤0.01% 686
2020
Q4 		$3.15M Buy
230,448
+30,601
+15% +$419K 0.01% 394
2020
Q3 		$2.59M Buy
199,847
+37,595
+23% +$488K 0.01% 385
2020
Q2 		$2.07M Buy
162,252
+65,604
+68% +$839K 0.01% 401
2020
Q1 		$1.15M Buy
96,648
+7,075
+8% +$84.4K ﹤0.01% 456
2019
Q4 		$1.18M Sell
89,573
-2,061
-2% -$27.1K ﹤0.01% 484
2019
Q3 		$1.2M Buy
91,634
+7,372
+9% +$96.4K ﹤0.01% 455
2019
Q2 		$1.07M Buy
84,262
+64,658
+330% +$819K ﹤0.01% 460
2019
Q1 		$240K Buy
19,604
+19,487
+16,656% +$239K ﹤0.01% 808
2018
Q4 		$1K Sell
117
-8,186
-99% -$70K ﹤0.01% 2306
2018
Q3 		$95K Hold
8,303
– – ﹤0.01% 1056
2018
Q2 		$97K Hold
8,303
– – ﹤0.01% 1008
2018
Q1 		$97K Hold
8,303
– – ﹤0.01% 962
2017
Q4 		$103K Sell
8,303
-500
-6% -$6.2K ﹤0.01% 914
2017
Q3 		$111K Hold
8,803
– – ﹤0.01% 857
2017
Q2 		$110K Hold
8,803
– – ﹤0.01% 849
2017
Q1 		$106K Hold
8,803
– – ﹤0.01% 812
2016
Q4 		$105K Buy
+8,803
New +$105K ﹤0.01% 810
2016
Q3 		– Sell
-8,403
Closed -$112K – 1169
2016
Q2 		$112K Buy
8,403
+100
+1% +$1.33K ﹤0.01% 696
2016
Q1 		$105K Hold
8,303
– – ﹤0.01% 686
2015
Q4 		$102K Hold
8,303
– – ﹤0.01% 627
2015
Q3 		$99K Hold
8,303
– – ﹤0.01% 584
2015
Q2 		$96K Buy
8,303
+5,656
+214% +$65.4K ﹤0.01% 557
2015
Q1 		$32K Buy
+2,647
New +$32K ﹤0.01% 756
2014
Q4 		– Sell
-1,913
Closed -$22K – 1793
2014
Q3 		$22K Buy
+1,913
New +$22K ﹤0.01% 804