VCS
Vaughan & Co Securities’s NorthWestern Energy NWE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Sell |
12,207
-281
| -2% | -$14.4K | 0.36% | 34 |
|
|
2025
Q1 | $723K | Buy |
12,488
+82
| +0.7% | +$4.75K | 0.45% | 29 |
|
|
2024
Q4 | $663K | Sell |
12,406
-44
| -0.4% | -$2.35K | 0.4% | 36 |
|
|
2024
Q3 | $712K | Sell |
12,450
-90
| -0.7% | -$5.15K | 0.42% | 35 |
|
|
2024
Q2 | $628K | Buy |
12,540
+922
| +8% | +$46.2K | 0.4% | 36 |
|
|
2024
Q1 | $592K | Sell |
11,618
-1,032
| -8% | -$52.6K | 0.38% | 38 |
|
|
2023
Q4 | $644K | Buy |
12,650
+231
| +2% | +$11.8K | 0.43% | 34 |
|
|
2023
Q3 | $597K | Sell |
12,419
-57
| -0.5% | -$2.74K | 0.44% | 30 |
|
|
2023
Q2 | $708K | Hold |
12,476
| – | – | 0.5% | 27 |
|
|
2023
Q1 | $722K | Sell |
12,476
-562
| -4% | -$32.5K | 0.54% | 25 |
|
|
2022
Q4 | $774K | Sell |
13,038
-314
| -2% | -$18.6K | 0.62% | 26 |
|
|
2022
Q3 | $658K | Buy |
+13,352
| New | +$658K | 0.57% | 25 |
|