Sequoia Financial Advisors’s Newell Brands NWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,149
| Closed | -$181K | – | 1422 |
|
|
2024
Q4 | $181K | Buy |
18,149
+1,780
| +11% | +$17.7K | ﹤0.01% | 1235 |
|
|
2024
Q3 | $126K | Buy |
16,369
+4,327
| +36% | +$33.2K | ﹤0.01% | 1205 |
|
|
2024
Q2 | $77.2K | Buy |
12,042
+229
| +2% | +$1.47K | ﹤0.01% | 1167 |
|
|
2024
Q1 | $94.9K | Sell |
11,813
-5,246
| -31% | -$42.1K | ﹤0.01% | 1110 |
|
|
2023
Q4 | $148K | Sell |
17,059
-4,683
| -22% | -$40.6K | ﹤0.01% | 1132 |
|
|
2023
Q3 | $196K | Buy |
+21,742
| New | +$196K | ﹤0.01% | 866 |
|
|
2023
Q2 | – | Sell |
-380,727
| Closed | -$4.74M | – | 985 |
|
|
2023
Q1 | $4.74M | Buy |
380,727
+32,012
| +9% | +$398K | 0.11% | 145 |
|
|
2022
Q4 | $4.56M | Buy |
348,715
+170,087
| +95% | +$2.22M | 0.11% | 141 |
|
|
2022
Q3 | $2.48M | Buy |
178,628
+32,119
| +22% | +$446K | 0.08% | 147 |
|
|
2022
Q2 | $2.79M | Buy |
146,509
+40,676
| +38% | +$775K | 0.08% | 150 |
|
|
2022
Q1 | $2.27M | Buy |
105,833
+26,267
| +33% | +$562K | 0.06% | 179 |
|
|
2021
Q4 | $1.74M | Buy |
+79,566
| New | +$1.74M | 0.05% | 192 |
|