Northwestern Mutual Wealth Management’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $367K | Buy |
8,396
+46
| +0.6% | +$2.01K | ﹤0.01% | 1505 |
|
2025
Q1 | $383K | Sell |
8,350
-14
| -0.2% | -$642 | ﹤0.01% | 1430 |
|
2024
Q4 | $488K | Sell |
8,364
-194
| -2% | -$11.3K | ﹤0.01% | 1333 |
|
2024
Q3 | $511K | Buy |
8,558
+8,433
| +6,746% | +$503K | ﹤0.01% | 1288 |
|
2024
Q2 | $6.59K | Hold |
125
| – | – | ﹤0.01% | 2783 |
|
2024
Q1 | $6.26K | Hold |
125
| – | – | ﹤0.01% | 2776 |
|
2023
Q4 | $5.68K | Sell |
125
-3
| -2% | -$136 | ﹤0.01% | 2830 |
|
2023
Q3 | $6.43K | Sell |
128
-50
| -28% | -$2.51K | ﹤0.01% | 2680 |
|
2023
Q2 | $7.53K | Buy |
178
+61
| +52% | +$2.58K | ﹤0.01% | 2651 |
|
2023
Q1 | $4.82K | Buy |
+117
| New | +$4.82K | ﹤0.01% | 2762 |
|
2022
Q4 | – | Sell |
-100
| Closed | -$4K | – | 3486 |
|
2022
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 2758 |
|
2020
Q2 | – | Sell |
-17
| Closed | – | – | 2716 |
|
2020
Q1 | $0 | Sell |
17
-27
| -61% | – | ﹤0.01% | 2772 |
|
2019
Q4 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 2253 |
|