Northwestern Mutual Wealth Management’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $75.1K | Buy |
2,230
+72
| +3% | +$2.5K | ﹤0.01% | 2295 |
|
|
2025
Q4 | $72K | Hold |
2,158
| – | – | ﹤0.01% | 2264 |
|
|
2025
Q3 | $74.6K | Hold |
2,158
| – | – | ﹤0.01% | 2174 |
|
|
2025
Q2 | $73.8K | Hold |
2,158
| – | – | ﹤0.01% | 2107 |
|
|
2025
Q1 | $73.8K | Hold |
2,158
| – | – | ﹤0.01% | 2044 |
|
|
2024
Q4 | $73.5K | Buy |
2,158
+1,936
| +872% | +$67.3K | ﹤0.01% | 2030 |
|
|
2024
Q3 | $7.34K | Hold |
222
| – | – | ﹤0.01% | 2799 |
|
|
2024
Q2 | $6.05K | Hold |
222
| – | – | ﹤0.01% | 2809 |
|
|
2024
Q1 | $6.23K | Sell |
222
-4,012
| -95% | -$111K | ﹤0.01% | 2778 |
|
|
2023
Q4 | $126K | Buy |
4,234
+4,012
| +1,807% | +$104K | ﹤0.01% | 1693 |
|
|
2023
Q3 | $5.09K | Hold |
222
| – | – | ﹤0.01% | 2748 |
|
|
2023
Q2 | $5.16K | Hold |
222
| – | – | ﹤0.01% | 2774 |
|
|
2023
Q1 | $5.92K | Hold |
222
| – | – | ﹤0.01% | 2693 |
|
|
2022
Q4 | $6.85K | Hold |
222
| – | – | ﹤0.01% | 2633 |
|
|
2022
Q3 | $6K | Sell |
222
-7,653
| -97% | -$220K | ﹤0.01% | 2655 |
|
|
2022
Q2 | $214K | Buy |
+7,875
| New | +$225K | ﹤0.01% | 1368 |
|
|
2021
Q4 | – | Sell |
-1,326
| Closed | -$41K | – | 3340 |
|
|
2021
Q3 | $41K | Buy |
+1,326
| New | +$39.9K | ﹤0.01% | 1964 |
|
|
2021
Q2 | – | Sell |
-150
| Closed | -$5K | – | 3154 |
|
|
2021
Q1 | $5K | Buy |
+150
| New | +$4.17K | ﹤0.01% | 2467 |
|
|
2019
Q4 | – | Sell |
-50
| Closed | -$1K | – | 2618 |
|
|
2019
Q3 | $1K | Buy |
+50
| New | +$1.36K | ﹤0.01% | 2396 |
|
|
2018
Q4 | – | Sell |
-682
| Closed | -$21K | – | 2653 |
|
|
2018
Q3 | $21K | Hold |
682
| – | – | ﹤0.01% | 1644 |
|
|
2018
Q2 | $22K | Hold |
682
| – | – | ﹤0.01% | 1568 |
|
|
2018
Q1 | $20K | Buy |
+682
| New | +$20.5K | ﹤0.01% | 1541 |
|
Other funds holding TOWN
VPM
VCM
PFPGI