UBS Group’s Norwood Financial Corp NWFL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $116K | Sell |
4,489
-3,310
| -42% | -$85.3K | ﹤0.01% | 5851 |
|
2025
Q1 | $189K | Sell |
7,799
-257
| -3% | -$6.21K | ﹤0.01% | 5352 |
|
2024
Q4 | $219K | Buy |
8,056
+4,625
| +135% | +$126K | ﹤0.01% | 5202 |
|
2024
Q3 | $94.6K | Buy |
3,431
+1,127
| +49% | +$31.1K | ﹤0.01% | 5224 |
|
2024
Q2 | $58.5K | Sell |
2,304
-4,995
| -68% | -$127K | ﹤0.01% | 5429 |
|
2024
Q1 | $199K | Sell |
7,299
-330
| -4% | -$8.98K | ﹤0.01% | 4715 |
|
2023
Q4 | $251K | Buy |
7,629
+3,478
| +84% | +$114K | ﹤0.01% | 4456 |
|
2023
Q3 | $107K | Sell |
4,151
-117
| -3% | -$3.01K | ﹤0.01% | 4682 |
|
2023
Q2 | $126K | Buy |
4,268
+2,740
| +179% | +$80.9K | ﹤0.01% | 4785 |
|
2023
Q1 | $45K | Buy |
1,528
+949
| +164% | +$27.9K | ﹤0.01% | 5457 |
|
2022
Q4 | $19.4K | Buy |
579
+566
| +4,354% | +$18.9K | ﹤0.01% | 6502 |
|
2022
Q3 | $0 | Buy |
+13
| New | – | ﹤0.01% | 9532 |
|
2021
Q2 | – | Sell |
-1,424
| Closed | -$38K | – | 8473 |
|
2021
Q1 | $38K | Buy |
1,424
+143
| +11% | +$3.82K | ﹤0.01% | 5792 |
|
2020
Q4 | $34K | Buy |
1,281
+1,083
| +547% | +$28.7K | ﹤0.01% | 5531 |
|
2020
Q3 | $5K | Sell |
198
-2,724
| -93% | -$68.8K | ﹤0.01% | 6434 |
|
2020
Q2 | $72K | Sell |
2,922
-862
| -23% | -$21.2K | ﹤0.01% | 4741 |
|
2020
Q1 | $101K | Sell |
3,784
-4,346
| -53% | -$116K | ﹤0.01% | 4428 |
|
2019
Q4 | $316K | Buy |
8,130
+3,727
| +85% | +$145K | ﹤0.01% | 4264 |
|
2019
Q3 | $139K | Buy |
4,403
+3,395
| +337% | +$107K | ﹤0.01% | 4635 |
|
2019
Q2 | $35K | Buy |
1,008
+728
| +260% | +$25.3K | ﹤0.01% | 5346 |
|
2019
Q1 | $9K | Sell |
280
-1,796
| -87% | -$57.7K | ﹤0.01% | 6044 |
|
2018
Q4 | $69K | Sell |
2,076
-200
| -9% | -$6.65K | ﹤0.01% | 4954 |
|
2018
Q3 | $89K | Buy |
2,276
+682
| +43% | +$26.7K | ﹤0.01% | 4818 |
|
2018
Q2 | $57K | Buy |
1,594
+526
| +49% | +$18.8K | ﹤0.01% | 4985 |
|
2018
Q1 | $32K | Sell |
1,068
-390
| -27% | -$11.7K | ﹤0.01% | 5182 |
|
2017
Q4 | $48K | Sell |
1,458
-2,943
| -67% | -$96.9K | ﹤0.01% | 4918 |
|
2017
Q3 | $135K | Buy |
4,401
+876
| +25% | +$26.9K | ﹤0.01% | 4268 |
|
2017
Q2 | $99K | Sell |
3,525
-279
| -7% | -$7.84K | ﹤0.01% | 4286 |
|
2017
Q1 | $106K | Sell |
3,804
-1,160
| -23% | -$32.3K | ﹤0.01% | 4176 |
|
2016
Q4 | $110K | Sell |
4,964
-1,855
| -27% | -$41.1K | ﹤0.01% | 4343 |
|
2016
Q3 | $133K | Sell |
6,819
-278
| -4% | -$5.42K | ﹤0.01% | 3989 |
|
2016
Q2 | $132K | Buy |
7,097
+884
| +14% | +$16.4K | ﹤0.01% | 4029 |
|
2016
Q1 | $113K | Sell |
6,213
-3,156
| -34% | -$57.4K | ﹤0.01% | 4148 |
|
2015
Q4 | $179K | Sell |
9,369
-344
| -4% | -$6.57K | ﹤0.01% | 3847 |
|
2015
Q3 | $188K | Sell |
9,713
-991
| -9% | -$19.2K | ﹤0.01% | 3754 |
|
2015
Q2 | $210K | Buy |
10,704
+1,033
| +11% | +$20.3K | ﹤0.01% | 3832 |
|
2015
Q1 | $179K | Buy |
9,671
+1,935
| +25% | +$35.8K | ﹤0.01% | 3860 |
|
2014
Q4 | $150K | Buy |
+7,736
| New | +$150K | ﹤0.01% | 3951 |
|