Northwestern Mutual Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,912
| Closed | -$1.36M | – | 3670 |
|
|
2022
Q4 | $1.36M | Sell |
5,912
-197
| -3% | -$45.3K | ﹤0.01% | 780 |
|
|
2022
Q3 | $2.05M | Buy |
6,109
+2,811
| +85% | +$944K | ﹤0.01% | 623 |
|
|
2022
Q2 | $1.3M | Buy |
3,298
+197
| +6% | +$77.8K | ﹤0.01% | 743 |
|
|
2022
Q1 | $1.74M | Sell |
3,101
-172
| -5% | -$96.2K | ﹤0.01% | 673 |
|
|
2021
Q4 | $2.22M | Buy |
3,273
+1,163
| +55% | +$788K | ﹤0.01% | 592 |
|
|
2021
Q3 | $1.37M | Buy |
2,110
+56
| +3% | +$36.2K | ﹤0.01% | 670 |
|
|
2021
Q2 | $1.14M | Buy |
2,054
+162
| +9% | +$90.1K | ﹤0.01% | 718 |
|
|
2021
Q1 | $934K | Buy |
1,892
+298
| +19% | +$147K | ﹤0.01% | 727 |
|
|
2020
Q4 | $618K | Sell |
1,594
-420
| -21% | -$163K | ﹤0.01% | 775 |
|
|
2020
Q3 | $485K | Sell |
2,014
-849
| -30% | -$204K | ﹤0.01% | 758 |
|
|
2020
Q2 | $617K | Sell |
2,863
-136
| -5% | -$29.3K | ﹤0.01% | 647 |
|
|
2020
Q1 | $453K | Buy |
2,999
+1,868
| +165% | +$282K | ﹤0.01% | 657 |
|
|
2019
Q4 | $284K | Buy |
1,131
+18
| +2% | +$4.52K | ﹤0.01% | 834 |
|
|
2019
Q3 | $233K | Sell |
1,113
-70
| -6% | -$14.7K | ﹤0.01% | 840 |
|
|
2019
Q2 | $266K | Buy |
1,183
+28
| +2% | +$6.3K | ﹤0.01% | 805 |
|
|
2019
Q1 | $257K | Buy |
1,155
+62
| +6% | +$13.8K | ﹤0.01% | 788 |
|
|
2018
Q4 | $208K | Buy |
1,093
+429
| +65% | +$81.6K | ﹤0.01% | 788 |
|
|
2018
Q3 | $206K | Sell |
664
-465
| -41% | -$144K | ﹤0.01% | 800 |
|
|
2018
Q2 | $326K | Buy |
1,129
+927
| +459% | +$268K | ﹤0.01% | 637 |
|
|
2018
Q1 | $48K | Sell |
202
-2
| -1% | -$475 | ﹤0.01% | 1222 |
|
|
2017
Q4 | $48K | Sell |
204
-95
| -32% | -$22.4K | ﹤0.01% | 1175 |
|
|
2017
Q3 | $56K | Buy |
299
+79
| +36% | +$14.8K | ﹤0.01% | 1080 |
|
|
2017
Q2 | $39K | Sell |
220
-134
| -38% | -$23.8K | ﹤0.01% | 1176 |
|
|
2017
Q1 | $66K | Buy |
354
+139
| +65% | +$25.9K | ﹤0.01% | 952 |
|
|
2016
Q4 | $37K | Buy |
+215
| New | +$37K | ﹤0.01% | 1130 |
|
|
2016
Q3 | – | Sell |
-329
| Closed | -$31K | – | 2014 |
|
|
2016
Q2 | $31K | Buy |
329
+106
| +48% | +$9.99K | ﹤0.01% | 1036 |
|
|
2016
Q1 | $22K | Buy |
223
+23
| +12% | +$2.27K | ﹤0.01% | 1164 |
|
|
2015
Q4 | $24K | Hold |
200
| – | – | ﹤0.01% | 964 |
|
|
2015
Q3 | $23K | Hold |
200
| – | – | ﹤0.01% | 893 |
|
|
2015
Q2 | $29K | Sell |
200
-10
| -5% | -$1.45K | ﹤0.01% | 797 |
|
|
2015
Q1 | $27K | Buy |
210
+153
| +268% | +$19.7K | ﹤0.01% | 800 |
|
|
2014
Q4 | $7K | Buy |
+57
| New | +$7K | ﹤0.01% | 1219 |
|
|
2014
Q1 | – | Sell |
-59
| Closed | -$6K | – | 1597 |
|
|
2013
Q4 | $6K | Buy |
+59
| New | +$6K | ﹤0.01% | 1040 |
|
|
2013
Q3 | – | Sell |
-16
| Closed | -$1K | – | 1597 |
|
|
2013
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1228 |
|