Northwestern Mutual Wealth Management’s Westpac Banking Corporation WBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,098
| Closed | -$140K | – | 3572 |
|
|
2021
Q4 | $140K | Sell |
9,098
-8,041
| -47% | -$124K | ﹤0.01% | 1579 |
|
|
2021
Q3 | $317K | Sell |
17,139
-2,837
| -14% | -$52.5K | ﹤0.01% | 1170 |
|
|
2021
Q2 | $386K | Sell |
19,976
-305
| -2% | -$5.89K | ﹤0.01% | 1075 |
|
|
2021
Q1 | $376K | Buy |
20,281
+14
| +0.1% | +$260 | ﹤0.01% | 1023 |
|
|
2020
Q4 | $302K | Buy |
20,267
+98
| +0.5% | +$1.46K | ﹤0.01% | 1001 |
|
|
2020
Q3 | $243K | Buy |
20,169
+3,475
| +21% | +$41.9K | ﹤0.01% | 962 |
|
|
2020
Q2 | $209K | Buy |
16,694
+9,262
| +125% | +$116K | ﹤0.01% | 954 |
|
|
2020
Q1 | $76K | Sell |
7,432
-240
| -3% | -$2.45K | ﹤0.01% | 1216 |
|
|
2019
Q4 | $130K | Sell |
7,672
-2,902
| -27% | -$49.2K | ﹤0.01% | 1118 |
|
|
2019
Q3 | $211K | Sell |
10,574
-1,066
| -9% | -$21.3K | ﹤0.01% | 876 |
|
|
2019
Q2 | $232K | Buy |
11,640
+309
| +3% | +$6.16K | ﹤0.01% | 843 |
|
|
2019
Q1 | $210K | Sell |
11,331
-1,749
| -13% | -$32.4K | ﹤0.01% | 848 |
|
|
2018
Q4 | $229K | Sell |
13,080
-7,292
| -36% | -$128K | ﹤0.01% | 758 |
|
|
2018
Q3 | $408K | Sell |
20,372
-649
| -3% | -$13K | ﹤0.01% | 615 |
|
|
2018
Q2 | $456K | Buy |
21,021
+324
| +2% | +$7.03K | ﹤0.01% | 549 |
|
|
2018
Q1 | $459K | Buy |
20,697
+243
| +1% | +$5.39K | ﹤0.01% | 539 |
|
|
2017
Q4 | $499K | Sell |
20,454
-140
| -0.7% | -$3.42K | ﹤0.01% | 517 |
|
|
2017
Q3 | $519K | Buy |
20,594
+1,300
| +7% | +$32.8K | ﹤0.01% | 472 |
|
|
2017
Q2 | $451K | Sell |
19,294
-340
| -2% | -$7.95K | ﹤0.01% | 497 |
|
|
2017
Q1 | $525K | Buy |
19,634
+3,405
| +21% | +$91K | ﹤0.01% | 442 |
|
|
2016
Q4 | $381K | Buy |
+16,229
| New | +$381K | ﹤0.01% | 498 |
|
|
2016
Q3 | – | Sell |
-4,638
| Closed | -$102K | – | 2021 |
|
|
2016
Q2 | $102K | Buy |
4,638
+536
| +13% | +$11.8K | ﹤0.01% | 723 |
|
|
2016
Q1 | $96K | Buy |
4,102
+226
| +6% | +$5.29K | ﹤0.01% | 714 |
|
|
2015
Q4 | $94K | Buy |
3,876
+12
| +0.3% | +$291 | ﹤0.01% | 648 |
|
|
2015
Q3 | $81K | Buy |
3,864
+524
| +16% | +$11K | ﹤0.01% | 625 |
|
|
2015
Q2 | $83K | Buy |
3,340
+708
| +27% | +$17.6K | ﹤0.01% | 587 |
|
|
2015
Q1 | $79K | Buy |
2,632
+365
| +16% | +$11K | ﹤0.01% | 577 |
|
|
2014
Q4 | $61K | Hold |
2,267
| – | – | ﹤0.01% | 617 |
|
|
2014
Q3 | $64K | Hold |
2,267
| – | – | ﹤0.01% | 571 |
|
|
2014
Q2 | $73K | Sell |
2,267
-1,898
| -46% | -$61.1K | ﹤0.01% | 539 |
|
|
2014
Q1 | $134K | Buy |
4,165
+3,750
| +904% | +$121K | 0.01% | 437 |
|
|
2013
Q4 | $12K | Buy |
+415
| New | +$12K | ﹤0.01% | 898 |
|