UMB Bank’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.1K | Buy |
451
+108
| +31% | +$5.54K | ﹤0.01% | 1338 |
|
2025
Q1 | $19.8K | Buy |
343
+135
| +65% | +$7.81K | ﹤0.01% | 1329 |
|
2024
Q4 | $11.1K | Buy |
208
+159
| +324% | +$8.5K | ﹤0.01% | 1439 |
|
2024
Q3 | $2.8K | Buy |
+49
| New | +$2.8K | ﹤0.01% | 1895 |
|
2023
Q4 | – | Sell |
-39
| Closed | -$1.87K | – | 1705 |
|
2023
Q3 | $1.87K | Sell |
39
-23
| -37% | -$1.11K | ﹤0.01% | 1534 |
|
2023
Q2 | $3.52K | Hold |
62
| – | – | ﹤0.01% | 1461 |
|
2023
Q1 | $3.59K | Hold |
62
| – | – | ﹤0.01% | 1462 |
|
2022
Q4 | $4K | Hold |
62
| – | – | ﹤0.01% | 1465 |
|
2022
Q3 | $3K | Buy |
62
+19
| +44% | +$919 | ﹤0.01% | 1549 |
|
2022
Q2 | $3K | Sell |
43
-9
| -17% | -$628 | ﹤0.01% | 1677 |
|
2022
Q1 | $4K | Sell |
52
-29
| -36% | -$2.23K | ﹤0.01% | 1708 |
|
2021
Q4 | $4K | Buy |
+81
| New | +$4K | ﹤0.01% | 1692 |
|