Orion Portfolio Solutions’s NorthWestern Energy NWE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.53M | Sell |
26,382
-5,542
| -17% | -$321K | 0.02% | 859 |
|
|
2024
Q4 | $1.71M | Sell |
31,924
-270
| -0.8% | -$14.4K | 0.02% | 773 |
|
|
2024
Q3 | $1.84M | Buy |
32,194
+892
| +3% | +$51K | 0.02% | 730 |
|
|
2024
Q2 | $1.57M | Sell |
31,302
-372
| -1% | -$18.6K | 0.02% | 767 |
|
|
2024
Q1 | $1.61M | Buy |
31,674
+2,684
| +9% | +$137K | 0.02% | 762 |
|
|
2023
Q4 | $1.49M | Sell |
28,990
-1,040
| -3% | -$53.4K | 0.02% | 771 |
|
|
2023
Q3 | $1.44M | Sell |
30,030
-988
| -3% | -$47.5K | 0.02% | 752 |
|
|
2023
Q2 | $1.76M | Sell |
31,018
-21,522
| -41% | -$1.22M | 0.02% | 717 |
|
|
2023
Q1 | $3.04M | Buy |
52,540
+36,998
| +238% | +$2.14M | 0.04% | 423 |
|
|
2022
Q4 | $922K | Buy |
15,542
+4,379
| +39% | +$260K | 0.03% | 331 |
|
|
2022
Q3 | $550K | Buy |
+11,163
| New | +$550K | 0.02% | 397 |
|
|
2020
Q3 | – | Sell |
-742
| Closed | -$40K | – | 1509 |
|
|
2020
Q2 | $40K | Buy |
742
+675
| +1,007% | +$36.4K | ﹤0.01% | 765 |
|
|
2020
Q1 | $4K | Sell |
67
-42
| -39% | -$2.51K | ﹤0.01% | 1386 |
|
|
2019
Q4 | $8K | Buy |
+109
| New | +$8K | ﹤0.01% | 1097 |
|