Prosperity Planning’s Newell Brands NWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Buy |
99,352
+19,441
| +24% | +$105K | 0.15% | 73 |
|
|
2025
Q1 | $495K | Hold |
79,911
| – | – | 0.16% | 75 |
|
|
2024
Q4 | $796K | Hold |
79,911
| – | – | 0.26% | 63 |
|
|
2024
Q3 | $614K | Hold |
79,911
| – | – | 0.19% | 70 |
|
|
2024
Q2 | $512K | Buy |
79,911
+18,285
| +30% | +$117K | 0.18% | 71 |
|
|
2024
Q1 | $495K | Hold |
61,626
| – | – | 0.17% | 67 |
|
|
2023
Q4 | $535K | Hold |
61,626
| – | – | 0.2% | 64 |
|
|
2023
Q3 | $556K | Hold |
61,626
| – | – | 0.23% | 62 |
|
|
2023
Q2 | $536K | Buy |
61,626
+7,082
| +13% | +$61.6K | 0.22% | 63 |
|
|
2023
Q1 | $679K | Buy |
+54,544
| New | +$679K | 0.3% | 58 |
|
|
2022
Q4 | – | Sell |
-54,544
| Closed | -$758K | – | 83 |
|
|
2022
Q3 | $758K | Buy |
54,544
+5,167
| +10% | +$71.8K | 0.4% | 46 |
|
|
2022
Q2 | $1.04M | Hold |
49,377
| – | – | 0.53% | 41 |
|
|
2022
Q1 | $1.06M | Hold |
49,377
| – | – | 0.52% | 37 |
|
|
2021
Q4 | $1.08M | Hold |
49,377
| – | – | 0.55% | 36 |
|
|
2021
Q3 | $1.09M | Buy |
49,377
+33,085
| +203% | +$732K | 0.6% | 36 |
|
|
2021
Q2 | $448K | Hold |
16,292
| – | – | 0.28% | 52 |
|
|
2021
Q1 | $436K | Hold |
16,292
| – | – | 0.31% | 52 |
|
|
2020
Q4 | $346K | Buy |
+16,292
| New | +$346K | 0.29% | 50 |
|