Northwestern Mutual Wealth Management’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11
| Closed | -$790 | – | 3983 |
|
|
2025
Q1 | $790 | Buy |
+11
| New | +$790 | ﹤0.01% | 3318 |
|
|
2024
Q2 | – | Sell |
-5
| Closed | -$381 | – | 3808 |
|
|
2024
Q1 | $381 | Hold |
5
| – | – | ﹤0.01% | 3337 |
|
|
2023
Q4 | $317 | Buy |
+5
| New | +$317 | ﹤0.01% | 3320 |
|
|
2023
Q1 | – | Sell |
-96
| Closed | -$5.94K | – | 3583 |
|
|
2022
Q4 | $5.94K | Buy |
+96
| New | +$5.94K | ﹤0.01% | 2675 |
|
|
2022
Q2 | – | Sell |
-50
| Closed | -$4K | – | 3463 |
|
|
2022
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 2819 |
|
|
2021
Q3 | – | Sell |
-167
| Closed | -$11K | – | 3211 |
|
|
2021
Q2 | $11K | Hold |
167
| – | – | ﹤0.01% | 2402 |
|
|
2021
Q1 | $11K | Hold |
167
| – | – | ﹤0.01% | 2264 |
|
|
2020
Q4 | $10K | Hold |
167
| – | – | ﹤0.01% | 2201 |
|
|
2020
Q3 | $11K | Hold |
167
| – | – | ﹤0.01% | 1968 |
|
|
2020
Q2 | $12K | Sell |
167
-1,052
| -86% | -$75.6K | ﹤0.01% | 1866 |
|
|
2020
Q1 | $85K | Sell |
1,219
-451
| -27% | -$31.4K | ﹤0.01% | 1171 |
|
|
2019
Q4 | $127K | Buy |
1,670
+346
| +26% | +$26.3K | ﹤0.01% | 1131 |
|
|
2019
Q3 | $121K | Buy |
1,324
+532
| +67% | +$48.6K | ﹤0.01% | 1083 |
|
|
2019
Q2 | $71K | Hold |
792
| – | – | ﹤0.01% | 1266 |
|
|
2019
Q1 | $65K | Hold |
792
| – | – | ﹤0.01% | 1242 |
|
|
2018
Q4 | $61K | Hold |
792
| – | – | ﹤0.01% | 1168 |
|
|
2018
Q3 | $63K | Hold |
792
| – | – | ﹤0.01% | 1217 |
|
|
2018
Q2 | $60K | Hold |
792
| – | – | ﹤0.01% | 1177 |
|
|
2018
Q1 | $54K | Buy |
792
+625
| +374% | +$42.6K | ﹤0.01% | 1168 |
|
|
2017
Q4 | $13K | Hold |
167
| – | – | ﹤0.01% | 1650 |
|
|
2017
Q3 | $13K | Buy |
+167
| New | +$13K | ﹤0.01% | 1583 |
|
|
2017
Q1 | – | Sell |
-555
| Closed | -$42K | – | 2375 |
|
|
2016
Q4 | $42K | Buy |
+555
| New | +$42K | ﹤0.01% | 1088 |
|
|
2016
Q3 | – | Sell |
-549
| Closed | -$43K | – | 1369 |
|
|
2016
Q2 | $43K | Hold |
549
| – | – | ﹤0.01% | 955 |
|
|
2016
Q1 | $36K | Buy |
549
+49
| +10% | +$3.21K | ﹤0.01% | 999 |
|
|
2015
Q4 | $28K | Sell |
500
-20
| -4% | -$1.12K | ﹤0.01% | 919 |
|
|
2015
Q3 | $30K | Buy |
520
+20
| +4% | +$1.15K | ﹤0.01% | 818 |
|
|
2015
Q2 | $27K | Hold |
500
| – | – | ﹤0.01% | 807 |
|
|
2015
Q1 | $29K | Sell |
500
-32
| -6% | -$1.86K | ﹤0.01% | 779 |
|
|
2014
Q4 | $33K | Buy |
532
+32
| +6% | +$1.99K | ﹤0.01% | 747 |
|
|
2014
Q3 | $24K | Buy |
+500
| New | +$24K | ﹤0.01% | 775 |
|