Northwestern Mutual Wealth Management’s Pacific Premier Bancorp PPBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-28
| Closed | -$698 | – | 3887 |
|
|
2024
Q4 | $698 | Hold |
28
| – | – | ﹤0.01% | 3347 |
|
|
2024
Q3 | $704 | Buy |
+28
| New | +$704 | ﹤0.01% | 3299 |
|
|
2023
Q2 | – | Sell |
-290
| Closed | -$6.97K | – | 3546 |
|
|
2023
Q1 | $6.97K | Hold |
290
| – | – | ﹤0.01% | 2632 |
|
|
2022
Q4 | $9.15K | Hold |
290
| – | – | ﹤0.01% | 2538 |
|
|
2022
Q3 | $9K | Sell |
290
-17
| -6% | -$528 | ﹤0.01% | 2497 |
|
|
2022
Q2 | $8K | Buy |
307
+117
| +62% | +$3.05K | ﹤0.01% | 2600 |
|
|
2022
Q1 | $7K | Sell |
190
-786
| -81% | -$29K | ﹤0.01% | 2642 |
|
|
2021
Q4 | $39K | Buy |
976
+692
| +244% | +$27.7K | ﹤0.01% | 2072 |
|
|
2021
Q3 | $12K | Buy |
284
+94
| +49% | +$3.97K | ﹤0.01% | 2406 |
|
|
2021
Q2 | $8K | Hold |
190
| – | – | ﹤0.01% | 2514 |
|
|
2021
Q1 | $8K | Hold |
190
| – | – | ﹤0.01% | 2354 |
|
|
2020
Q4 | $6K | Hold |
190
| – | – | ﹤0.01% | 2342 |
|
|
2020
Q3 | $4K | Hold |
190
| – | – | ﹤0.01% | 2227 |
|
|
2020
Q2 | $4K | Buy |
190
+90
| +90% | +$1.9K | ﹤0.01% | 2113 |
|
|
2020
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2277 |
|
|
2019
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 2176 |
|
|
2019
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 2209 |
|
|
2019
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2241 |
|