Perfromance Wealth Partners’s Northern Trust NTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$499K Hold
2025
Q2
$470K Buy
2025
Q1
$272K Buy
2024
Q4
$282K Sell
2024
Q3
$256K Sell
2024
Q2
$239K Hold
2024
Q1
$253K Sell
2023
Q4
$241K Buy
2023
Q3
Sell
2023
Q2
$288K Buy
2023
Q1
$282K Sell
2022
Q4
$286K Sell
2022
Q3
$294K Buy
2022
Q2
$312K Hold
2022
Q1
$377K Sell
2021
Q4
$391K Buy