Simplicity Wealth’s Northern Trust NTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$807K Buy
6,368
+2,543
+66% +$322K 0.03% 370
2025
Q1
$377K Buy
3,825
+748
+24% +$73.8K 0.03% 389
2024
Q4
$315K Buy
+3,077
New +$315K 0.07% 227