Physician Wealth Advisors’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $283K | Buy |
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|
2025
Q2 | $245K | Hold |
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|
2025
Q1 | $277K | Hold |
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|
2024
Q4 | $255K | Hold |
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|
2024
Q3 | $269K | Hold |
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|
2024
Q2 | $252K | Hold |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $229K | Hold |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $274K | Buy |
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|
2023
Q1 | $281K | Hold |
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|
2022
Q4 | $270K | Hold |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $258K | Sell |
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|
2022
Q1 | $325K | Hold |
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|
2021
Q4 | $315K | Hold |
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|
2021
Q3 | $314K | Hold |
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|
2021
Q2 | $338K | Hold |
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|
2021
Q1 | $363K | Hold |
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|
2020
Q4 | $320K | Hold |
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|
2020
Q3 | $295K | Hold |
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|
2020
Q2 | $313K | Buy |
|