Northwestern Mutual Wealth Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.4K | Buy |
944
+221
| +31% | +$5.04K | ﹤0.01% | 2649 |
|
|
2025
Q4 | $13.5K | Buy |
723
+22
| +3% | +$446 | ﹤0.01% | 2891 |
|
|
2025
Q3 | $17.5K | Buy |
701
+70
| +11% | +$1.89K | ﹤0.01% | 2724 |
|
|
2025
Q2 | $15.6K | Sell |
631
-386
| -38% | -$9.35K | ﹤0.01% | 2646 |
|
|
2025
Q1 | $30.5K | Buy |
1,017
+417
| +70% | +$15K | ﹤0.01% | 2353 |
|
|
2024
Q4 | $23.3K | Sell |
600
-164
| -21% | -$6.93K | ﹤0.01% | 2457 |
|
|
2024
Q3 | $30.5K | Buy |
764
+118
| +18% | +$5.12K | ﹤0.01% | 2330 |
|
|
2024
Q2 | $27.9K | Sell |
646
-39
| -6% | -$1.92K | ﹤0.01% | 2293 |
|
|
2024
Q1 | $34.1K | Buy |
685
+85
| +14% | +$3.48K | ﹤0.01% | 2231 |
|
|
2023
Q4 | $23.2K | Hold |
600
| – | – | ﹤0.01% | 2349 |
|
|
2023
Q3 | $23.8K | Hold |
600
| – | – | ﹤0.01% | 2261 |
|
|
2023
Q2 | $19K | Hold |
600
| – | – | ﹤0.01% | 2340 |
|
|
2023
Q1 | $16.9K | Sell |
600
-50
| -8% | -$1.52K | ﹤0.01% | 2319 |
|
|
2022
Q4 | $22.6K | Buy |
650
+50
| +8% | +$2.08K | ﹤0.01% | 2210 |
|
|
2022
Q3 | $23K | Hold |
600
| – | – | ﹤0.01% | 2168 |
|
|
2022
Q2 | $21K | Buy |
+600
| New | +$24.4K | ﹤0.01% | 2239 |
|
|
2019
Q4 | – | Sell |
-30
| Closed | – | – | 2600 |
|
|
2019
Q3 | $0 | Buy |
+30
| New | +$306 | ﹤0.01% | 2664 |
|
|
2019
Q2 | – | Sell |
-250
| Closed | -$4K | – | 2688 |
|
|
2019
Q1 | $4K | Sell |
250
-2,561
| -91% | -$45.5K | ﹤0.01% | 2197 |
|
|
2018
Q4 | $44K | Hold |
2,811
| – | – | ﹤0.01% | 1306 |
|
|
2018
Q3 | $89K | Hold |
2,811
| – | – | ﹤0.01% | 1083 |
|
|
2018
Q2 | $72K | Hold |
2,811
| – | – | ﹤0.01% | 1105 |
|
|
2018
Q1 | $51K | Hold |
2,811
| – | – | ﹤0.01% | 1189 |
|
|
2017
Q4 | $62K | Hold |
2,811
| – | – | ﹤0.01% | 1074 |
|
|
2017
Q3 | $50K | Hold |
2,811
| – | – | ﹤0.01% | 1121 |
|
|
2017
Q2 | $46K | Buy |
+2,811
| New | +$55.8K | ﹤0.01% | 1123 |
|
|
2017
Q1 | – | Sell |
-791
| Closed | -$27K | – | 2361 |
|
|
2016
Q4 | $27K | Buy |
+791
| New | +$28.6K | ﹤0.01% | 1247 |
|
|
2016
Q3 | – | Sell |
-791
| Closed | -$21K | – | 1319 |
|
|
2016
Q2 | $21K | Hold |
791
| – | – | ﹤0.01% | 1158 |
|
|
2016
Q1 | $15K | Sell |
791
-4,209
| -84% | -$58.1K | ﹤0.01% | 1303 |
|
|
2015
Q4 | $98K | Buy |
+5,000
| New | +$152K | ﹤0.01% | 636 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$4K | – | 1790 |
|
|
2014
Q4 | $4K | Buy |
+100
| New | +$5.01K | ﹤0.01% | 1359 |
|
|
2013
Q3 | – | Sell |
-50
| Closed | -$3K | – | 1465 |
|
|
2013
Q2 | $3K | Buy |
+50
| New | +$3.05K | ﹤0.01% | 1037 |
|
Other funds holding SM
VPM
AC
VCM
DSC
