Van Hulzen Asset Management’s Northwest Bancshares NWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
22,750
+2,000
| +10% | +$25.6K | 0.02% | 258 |
|
|
2025
Q1 | $249K | Buy |
20,750
+500
| +2% | +$6.01K | 0.02% | 270 |
|
|
2024
Q4 | $267K | Sell |
20,250
-600
| -3% | -$7.91K | 0.02% | 271 |
|
|
2024
Q3 | $279K | Sell |
20,850
-3,850
| -16% | -$51.5K | 0.02% | 267 |
|
|
2024
Q2 | $285K | Sell |
24,700
-4,000
| -14% | -$46.2K | 0.02% | 258 |
|
|
2024
Q1 | $334K | Hold |
28,700
| – | – | 0.02% | 258 |
|
|
2023
Q4 | $358K | Sell |
28,700
-2,000
| -7% | -$24.9K | 0.03% | 249 |
|
|
2023
Q3 | $314K | Buy |
30,700
+1,200
| +4% | +$12.3K | 0.02% | 243 |
|
|
2023
Q2 | $313K | Buy |
29,500
+100
| +0.3% | +$1.06K | 0.03% | 234 |
|
|
2023
Q1 | $354K | Sell |
29,400
-1,900
| -6% | -$22.9K | 0.03% | 211 |
|
|
2022
Q4 | $438K | Hold |
31,300
| – | – | 0.05% | 188 |
|
|
2022
Q3 | $423K | Sell |
31,300
-600
| -2% | -$8.11K | 0.05% | 181 |
|
|
2022
Q2 | $408K | Sell |
31,900
-1,300
| -4% | -$16.6K | 0.05% | 186 |
|
|
2022
Q1 | $449K | Buy |
33,200
+2,600
| +8% | +$35.2K | 0.05% | 179 |
|
|
2021
Q4 | $433K | Buy |
30,600
+700
| +2% | +$9.91K | 0.05% | 193 |
|
|
2021
Q3 | $397K | Buy |
+29,900
| New | +$397K | 0.06% | 180 |
|