Northwestern Mutual Wealth Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $35.6K | Buy |
871
+335
| +63% | +$13.7K | ﹤0.01% | 2383 |
|
2025
Q1 | $24.2K | Hold |
536
| – | – | ﹤0.01% | 2441 |
|
2024
Q4 | $23.3K | Sell |
536
-93
| -15% | -$4.04K | ﹤0.01% | 2456 |
|
2024
Q3 | $28.5K | Sell |
629
-1,193
| -65% | -$54.1K | ﹤0.01% | 2352 |
|
2024
Q2 | $75K | Sell |
1,822
-8
| -0.4% | -$329 | ﹤0.01% | 1950 |
|
2024
Q1 | $68.5K | Sell |
1,830
-3,074
| -63% | -$115K | ﹤0.01% | 1954 |
|
2023
Q4 | $188K | Hold |
4,904
| – | – | ﹤0.01% | 1529 |
|
2023
Q3 | $175K | Buy |
4,904
+4
| +0.1% | +$143 | ﹤0.01% | 1503 |
|
2023
Q2 | $211K | Buy |
4,900
+1,068
| +28% | +$45.9K | ﹤0.01% | 1439 |
|
2023
Q1 | $157K | Sell |
3,832
-3,309
| -46% | -$136K | ﹤0.01% | 1528 |
|
2022
Q4 | $277K | Buy |
7,141
+932
| +15% | +$36.1K | ﹤0.01% | 1305 |
|
2022
Q3 | $260K | Sell |
6,209
-1,805
| -23% | -$75.6K | ﹤0.01% | 1313 |
|
2022
Q2 | $369K | Buy |
8,014
+1,570
| +24% | +$72.3K | ﹤0.01% | 1172 |
|
2022
Q1 | $370K | Sell |
6,444
-60
| -0.9% | -$3.45K | ﹤0.01% | 1194 |
|
2021
Q4 | $390K | Buy |
6,504
+987
| +18% | +$59.2K | ﹤0.01% | 1178 |
|
2021
Q3 | $293K | Sell |
5,517
-430
| -7% | -$22.8K | ﹤0.01% | 1201 |
|
2021
Q2 | $292K | Buy |
5,947
+2,865
| +93% | +$141K | ﹤0.01% | 1173 |
|
2021
Q1 | $135K | Sell |
3,082
-37
| -1% | -$1.62K | ﹤0.01% | 1371 |
|
2020
Q4 | $120K | Sell |
3,119
-27
| -0.9% | -$1.04K | ﹤0.01% | 1331 |
|
2020
Q3 | $102K | Sell |
3,146
-179
| -5% | -$5.8K | ﹤0.01% | 1264 |
|
2020
Q2 | $124K | Buy |
3,325
+739
| +29% | +$27.6K | ﹤0.01% | 1142 |
|
2020
Q1 | $95K | Sell |
2,586
-1,488
| -37% | -$54.7K | ﹤0.01% | 1133 |
|
2019
Q4 | $190K | Sell |
4,074
-932
| -19% | -$43.5K | ﹤0.01% | 973 |
|
2019
Q3 | $243K | Sell |
5,006
-57
| -1% | -$2.77K | ﹤0.01% | 825 |
|
2019
Q2 | $227K | Sell |
5,063
-259
| -5% | -$11.6K | ﹤0.01% | 855 |
|
2019
Q1 | $242K | Buy |
5,322
+971
| +22% | +$44.2K | ﹤0.01% | 805 |
|
2018
Q4 | $172K | Sell |
4,351
-801
| -16% | -$31.7K | ﹤0.01% | 834 |
|
2018
Q3 | $208K | Buy |
5,152
+717
| +16% | +$28.9K | ﹤0.01% | 793 |
|
2018
Q2 | $166K | Sell |
4,435
-550
| -11% | -$20.6K | ﹤0.01% | 822 |
|
2018
Q1 | $178K | Sell |
4,985
-91
| -2% | -$3.25K | ﹤0.01% | 775 |
|
2017
Q4 | $196K | Sell |
5,076
-519
| -9% | -$20K | ﹤0.01% | 727 |
|
2017
Q3 | $213K | Buy |
5,595
+360
| +7% | +$13.7K | ﹤0.01% | 663 |
|
2017
Q2 | $204K | Sell |
5,235
-411
| -7% | -$16K | ﹤0.01% | 666 |
|
2017
Q1 | $205K | Buy |
5,646
+577
| +11% | +$21K | ﹤0.01% | 641 |
|
2016
Q4 | $185K | Buy |
+5,069
| New | +$185K | ﹤0.01% | 664 |
|
2016
Q3 | – | Sell |
-4,885
| Closed | -$181K | – | 1443 |
|
2016
Q2 | $181K | Sell |
4,885
-191
| -4% | -$7.08K | ﹤0.01% | 610 |
|
2016
Q1 | $195K | Buy |
5,076
+267
| +6% | +$10.3K | ﹤0.01% | 572 |
|
2015
Q4 | $181K | Hold |
4,809
| – | – | ﹤0.01% | 531 |
|
2015
Q3 | $166K | Sell |
4,809
-500
| -9% | -$17.3K | ﹤0.01% | 508 |
|
2015
Q2 | $170K | Buy |
5,309
+4,431
| +505% | +$142K | ﹤0.01% | 471 |
|
2015
Q1 | $30K | Sell |
878
-172
| -16% | -$5.88K | ﹤0.01% | 767 |
|
2014
Q4 | $32K | Buy |
+1,050
| New | +$32K | ﹤0.01% | 756 |
|