Northwestern Mutual Wealth Management’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.5K | Buy |
2,538
+1
| +0% | +$36 | ﹤0.01% | 2025 |
|
|
2025
Q1 | $87.5K | Hold |
2,537
| – | – | ﹤0.01% | 1981 |
|
|
2024
Q4 | $89.7K | Buy |
2,537
+1
| +0% | +$35 | ﹤0.01% | 1960 |
|
|
2024
Q3 | $80.7K | Buy |
2,536
+1
| +0% | +$32 | ﹤0.01% | 1981 |
|
|
2024
Q2 | $76.2K | Buy |
2,535
+195
| +8% | +$5.86K | ﹤0.01% | 1943 |
|
|
2024
Q1 | $65.8K | Buy |
2,340
+440
| +23% | +$12.4K | ﹤0.01% | 1968 |
|
|
2023
Q4 | $53K | Hold |
1,900
| – | – | ﹤0.01% | 2026 |
|
|
2023
Q3 | $41.3K | Hold |
1,900
| – | – | ﹤0.01% | 2045 |
|
|
2023
Q2 | $40.1K | Hold |
1,900
| – | – | ﹤0.01% | 2064 |
|
|
2023
Q1 | $46.9K | Hold |
1,900
| – | – | ﹤0.01% | 1962 |
|
|
2022
Q4 | $66.3K | Hold |
1,900
| – | – | ﹤0.01% | 1818 |
|
|
2022
Q3 | $58K | Hold |
1,900
| – | – | ﹤0.01% | 1848 |
|
|
2022
Q2 | $55K | Sell |
1,900
-92
| -5% | -$2.66K | ﹤0.01% | 1888 |
|
|
2022
Q1 | $61K | Buy |
1,992
+92
| +5% | +$2.82K | ﹤0.01% | 1883 |
|
|
2021
Q4 | $62K | Hold |
1,900
| – | – | ﹤0.01% | 1898 |
|
|
2021
Q3 | $61K | Hold |
1,900
| – | – | ﹤0.01% | 1836 |
|
|
2021
Q2 | $59K | Hold |
1,900
| – | – | ﹤0.01% | 1799 |
|
|
2021
Q1 | $64K | Hold |
1,900
| – | – | ﹤0.01% | 1647 |
|
|
2020
Q4 | $52K | Hold |
1,900
| – | – | ﹤0.01% | 1637 |
|
|
2020
Q3 | $41K | Hold |
1,900
| – | – | ﹤0.01% | 1580 |
|
|
2020
Q2 | $47K | Sell |
1,900
-128
| -6% | -$3.17K | ﹤0.01% | 1464 |
|
|
2020
Q1 | $47K | Buy |
2,028
+1,843
| +996% | +$42.7K | ﹤0.01% | 1413 |
|
|
2019
Q4 | $6K | Hold |
185
| – | – | ﹤0.01% | 2044 |
|
|
2019
Q3 | $6K | Hold |
185
| – | – | ﹤0.01% | 2062 |
|
|
2019
Q2 | $6K | Sell |
185
-204
| -52% | -$6.62K | ﹤0.01% | 2093 |
|
|
2019
Q1 | $13K | Buy |
389
+195
| +101% | +$6.52K | ﹤0.01% | 1873 |
|
|
2018
Q4 | $6K | Hold |
194
| – | – | ﹤0.01% | 2004 |
|
|
2018
Q3 | $7K | Buy |
+194
| New | +$7K | ﹤0.01% | 2038 |
|
|
2018
Q2 | – | Sell |
-538
| Closed | -$17K | – | 2489 |
|
|
2018
Q1 | $17K | Hold |
538
| – | – | ﹤0.01% | 1594 |
|
|
2017
Q4 | $17K | Hold |
538
| – | – | ﹤0.01% | 1559 |
|
|
2017
Q3 | $18K | Sell |
538
-6,975
| -93% | -$233K | ﹤0.01% | 1501 |
|
|
2017
Q2 | $242K | Buy |
7,513
+7,052
| +1,530% | +$227K | ﹤0.01% | 635 |
|
|
2017
Q1 | $15K | Buy |
461
+61
| +15% | +$1.99K | ﹤0.01% | 1426 |
|
|
2016
Q4 | $14K | Buy |
+400
| New | +$14K | ﹤0.01% | 1503 |
|
|
2016
Q3 | – | Sell |
-395
| Closed | -$10K | – | 1417 |
|
|
2016
Q2 | $10K | Buy |
395
+4
| +1% | +$101 | ﹤0.01% | 1379 |
|
|
2016
Q1 | $9K | Buy |
391
+4
| +1% | +$92 | ﹤0.01% | 1476 |
|
|
2015
Q4 | $9K | Buy |
387
+4
| +1% | +$93 | ﹤0.01% | 1197 |
|
|
2015
Q3 | $9K | Buy |
383
+4
| +1% | +$94 | ﹤0.01% | 1113 |
|
|
2015
Q2 | $9K | Buy |
379
+3
| +0.8% | +$71 | ﹤0.01% | 1023 |
|
|
2015
Q1 | $9K | Hold |
376
| – | – | ﹤0.01% | 1068 |
|
|
2014
Q4 | $9K | Hold |
376
| – | – | ﹤0.01% | 1112 |
|
|
2014
Q3 | $9K | Sell |
376
-500
| -57% | -$12K | ﹤0.01% | 942 |
|
|
2014
Q2 | $22K | Buy |
876
+500
| +133% | +$12.6K | ﹤0.01% | 752 |
|
|
2014
Q1 | $10K | Buy |
+376
| New | +$10K | ﹤0.01% | 881 |
|