United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,370
| Closed | -$91.3K | – | 1075 |
|
|
2024
Q1 | $91.3K | Sell |
11,370
-2,997
| -21% | -$24.1K | ﹤0.01% | 1043 |
|
|
2023
Q4 | $125K | Buy |
14,367
+2,062
| +17% | +$17.9K | ﹤0.01% | 1023 |
|
|
2023
Q3 | $111K | Sell |
12,305
-1,997
| -14% | -$18K | ﹤0.01% | 817 |
|
|
2023
Q2 | $124K | Sell |
14,302
-711,451
| -98% | -$6.19M | ﹤0.01% | 871 |
|
|
2023
Q1 | $9.03M | Buy |
725,753
+35,212
| +5% | +$438K | 0.05% | 248 |
|
|
2022
Q4 | $9.03M | Sell |
690,541
-44,735
| -6% | -$585K | 0.05% | 255 |
|
|
2022
Q3 | $10.2M | Buy |
735,276
+27,656
| +4% | +$384K | 0.06% | 238 |
|
|
2022
Q2 | $13.5M | Buy |
707,620
+27,628
| +4% | +$526K | 0.07% | 215 |
|
|
2022
Q1 | $14.6M | Buy |
679,992
+642,292
| +1,704% | +$13.8M | 0.07% | 229 |
|
|
2021
Q4 | $823K | Sell |
37,700
-4,694
| -11% | -$102K | ﹤0.01% | 727 |
|
|
2021
Q3 | $939K | Sell |
42,394
-12,807
| -23% | -$284K | ﹤0.01% | 694 |
|
|
2021
Q2 | $1.52M | Sell |
55,201
-2,129
| -4% | -$58.5K | 0.01% | 594 |
|
|
2021
Q1 | $1.54M | Sell |
57,330
-6,369
| -10% | -$171K | 0.01% | 561 |
|
|
2020
Q4 | $1.35M | Sell |
63,699
-2,062
| -3% | -$43.8K | 0.01% | 594 |
|
|
2020
Q3 | $1.13M | Buy |
65,761
+55,752
| +557% | +$956K | 0.01% | 626 |
|
|
2020
Q2 | $159K | Sell |
10,009
-807
| -7% | -$12.8K | ﹤0.01% | 1114 |
|
|
2020
Q1 | $144K | Sell |
10,816
-41,510
| -79% | -$553K | ﹤0.01% | 1098 |
|
|
2019
Q4 | $1.01M | Sell |
52,326
-4,516
| -8% | -$86.8K | 0.01% | 773 |
|
|
2019
Q3 | $1.06M | Buy |
56,842
+2,260
| +4% | +$42.3K | 0.01% | 724 |
|
|
2019
Q2 | $842K | Buy |
54,582
+6,194
| +13% | +$95.6K | 0.01% | 865 |
|
|
2019
Q1 | $742K | Buy |
48,388
+33,205
| +219% | +$509K | 0.01% | 853 |
|
|
2018
Q4 | $282K | Buy |
15,183
+260
| +2% | +$4.83K | ﹤0.01% | 1084 |
|
|
2018
Q3 | $303K | Sell |
14,923
-19
| -0.1% | -$386 | ﹤0.01% | 1105 |
|
|
2018
Q2 | $385K | Sell |
14,942
-710
| -5% | -$18.3K | ﹤0.01% | 1010 |
|
|
2018
Q1 | $399K | Sell |
15,652
-17,227
| -52% | -$439K | ﹤0.01% | 1009 |
|
|
2017
Q4 | $1.02M | Sell |
32,879
-2,866
| -8% | -$88.9K | 0.01% | 776 |
|
|
2017
Q3 | $1.53M | Sell |
35,745
-8,141
| -19% | -$347K | 0.01% | 648 |
|
|
2017
Q2 | $2.35M | Sell |
43,886
-6,323
| -13% | -$339K | 0.02% | 531 |
|
|
2017
Q1 | $2.37M | Sell |
50,209
-2,629
| -5% | -$124K | 0.02% | 522 |
|
|
2016
Q4 | $2.36M | Buy |
52,838
+13,947
| +36% | +$623K | 0.02% | 528 |
|
|
2016
Q3 | $2.05M | Buy |
38,891
+18,302
| +89% | +$964K | 0.02% | 582 |
|
|
2016
Q2 | $1.01M | Buy |
20,589
+11,566
| +128% | +$567K | 0.01% | 733 |
|
|
2016
Q1 | $400K | Buy |
9,023
+606
| +7% | +$26.9K | ﹤0.01% | 936 |
|
|
2015
Q4 | $371K | Sell |
8,417
-24
| -0.3% | -$1.06K | ﹤0.01% | 961 |
|
|
2015
Q3 | $335K | Buy |
8,441
+13
| +0.2% | +$516 | ﹤0.01% | 1028 |
|
|
2015
Q2 | $346K | Sell |
8,428
-1,146
| -12% | -$47K | ﹤0.01% | 1035 |
|
|
2015
Q1 | $365K | Buy |
+9,574
| New | +$365K | ﹤0.01% | 1015 |
|
|
2014
Q3 | – | Sell |
-74,985
| Closed | -$2.32M | – | 1116 |
|
|
2014
Q2 | $2.32M | Buy |
+74,985
| New | +$2.32M | 0.04% | 388 |
|