Northwestern Mutual Wealth Management’s Urgent.ly ULY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68K | Hold |
418
| – | – | ﹤0.01% | 3179 |
|
|
2025
Q1 | $1.95K | Sell |
418
-1
| -0.2% | -$5 | ﹤0.01% | 3160 |
|
|
2024
Q4 | $2.56K | Hold |
419
| – | – | ﹤0.01% | 3123 |
|
|
2024
Q3 | $3.42K | Hold |
419
| – | – | ﹤0.01% | 3002 |
|
|
2024
Q2 | $8.64K | Hold |
419
| – | – | ﹤0.01% | 2696 |
|
|
2024
Q1 | $9.45K | Sell |
419
-66
| -14% | -$1.49K | ﹤0.01% | 2658 |
|
|
2023
Q4 | $18.4K | Buy |
+485
| New | +$18.4K | ﹤0.01% | 2432 |
|