Northwestern Mutual Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Buy |
5,542
+1,241
| +29% | +$30K | ﹤0.01% | 1900 |
|
|
2025
Q1 | $84.3K | Buy |
4,301
+2,715
| +171% | +$53.2K | ﹤0.01% | 1994 |
|
|
2024
Q4 | $35.6K | Buy |
1,586
+98
| +7% | +$2.2K | ﹤0.01% | 2308 |
|
|
2024
Q3 | $33.7K | Sell |
1,488
-753
| -34% | -$17K | ﹤0.01% | 2291 |
|
|
2024
Q2 | $36.4K | Buy |
2,241
+1,389
| +163% | +$22.6K | ﹤0.01% | 2197 |
|
|
2024
Q1 | $22.7K | Sell |
852
-46
| -5% | -$1.23K | ﹤0.01% | 2372 |
|
|
2023
Q4 | $36.7K | Sell |
898
-442
| -33% | -$18.1K | ﹤0.01% | 2178 |
|
|
2023
Q3 | $42.1K | Buy |
1,340
+664
| +98% | +$20.8K | ﹤0.01% | 2034 |
|
|
2023
Q2 | $29.4K | Sell |
676
-104
| -13% | -$4.52K | ﹤0.01% | 2177 |
|
|
2023
Q1 | $25.3K | Buy |
780
+153
| +24% | +$4.96K | ﹤0.01% | 2185 |
|
|
2022
Q4 | $17.9K | Sell |
627
-185
| -23% | -$5.29K | ﹤0.01% | 2284 |
|
|
2022
Q3 | $25K | Buy |
812
+197
| +32% | +$6.07K | ﹤0.01% | 2127 |
|
|
2022
Q2 | $22K | Buy |
615
+557
| +960% | +$19.9K | ﹤0.01% | 2221 |
|
|
2022
Q1 | $6K | Hold |
58
| – | – | ﹤0.01% | 2703 |
|
|
2021
Q4 | $8K | Buy |
+58
| New | +$8K | ﹤0.01% | 2645 |
|
|
2021
Q3 | – | Sell |
-25
| Closed | -$3K | – | 3220 |
|
|
2021
Q2 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 2764 |
|
|
2021
Q1 | – | Sell |
-5
| Closed | -$1K | – | 2970 |
|
|
2020
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 2641 |
|