Summit Trail 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
Q2 | $431K | Buy |
+79,835
| New | +$431K | 0.01% | 786 |
|
|
2024
Q4 | – | Sell |
-12,196
| Closed | -$93.7K | – | 643 |
|
|
2024
Q3 | $93.7K | Buy |
+12,196
| New | +$93.7K | ﹤0.01% | 706 |
|
|
2018
Q1 | – | Sell |
-2,735
| Closed | -$85K | – | 1261 |
|
|
2017
Q4 | $85K | Buy |
+2,735
| New | +$85K | 0.01% | 671 |
|