Physician Wealth Advisors’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
4,779
| – | – | 0.04% | 156 |
|
|
2025
Q1 | $277K | Hold |
4,779
| – | – | 0.05% | 144 |
|
|
2024
Q4 | $255K | Hold |
4,779
| – | – | 0.04% | 154 |
|
|
2024
Q3 | $269K | Hold |
4,779
| – | – | 0.05% | 148 |
|
|
2024
Q2 | $252K | Hold |
4,779
| – | – | 0.05% | 143 |
|
|
2024
Q1 | $229K | Sell |
4,779
-4
| -0.1% | -$192 | 0.05% | 150 |
|
|
2023
Q4 | $229K | Hold |
4,783
| – | – | 0.05% | 146 |
|
|
2023
Q3 | $236K | Hold |
4,783
| – | – | 0.06% | 132 |
|
|
2023
Q2 | $274K | Buy |
4,783
+26
| +0.5% | +$1.49K | 0.07% | 121 |
|
|
2023
Q1 | $281K | Hold |
4,757
| – | – | 0.07% | 115 |
|
|
2022
Q4 | $270K | Hold |
4,757
| – | – | 0.07% | 121 |
|
|
2022
Q3 | $240K | Hold |
4,757
| – | – | 0.07% | 126 |
|
|
2022
Q2 | $258K | Sell |
4,757
-743
| -14% | -$40.3K | 0.07% | 126 |
|
|
2022
Q1 | $325K | Hold |
5,500
| – | – | 0.09% | 111 |
|
|
2021
Q4 | $315K | Hold |
5,500
| – | – | 0.08% | 118 |
|
|
2021
Q3 | $314K | Hold |
5,500
| – | – | 0.09% | 117 |
|
|
2021
Q2 | $338K | Hold |
5,500
| – | – | 0.1% | 109 |
|
|
2021
Q1 | $363K | Hold |
5,500
| – | – | 0.12% | 97 |
|
|
2020
Q4 | $320K | Hold |
5,500
| – | – | 0.11% | 101 |
|
|
2020
Q3 | $295K | Hold |
5,500
| – | – | 0.12% | 100 |
|
|
2020
Q2 | $313K | Buy |
+5,500
| New | +$313K | 0.13% | 98 |
|