Venturi Wealth Management’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,725
| Closed | -$92.2K | – | 1412 |
|
|
2024
Q4 | $92.2K | Buy |
+1,725
| New | +$92.2K | ﹤0.01% | 816 |
|
|
2016
Q3 | – | Sell |
-16,836
| Closed | -$1.06M | – | 144 |
|
|
2016
Q2 | $1.06M | Buy |
16,836
+631
| +4% | +$39.8K | 0.36% | 70 |
|
|
2016
Q1 | $1M | Buy |
16,205
+2,492
| +18% | +$154K | 0.37% | 69 |
|
|
2015
Q4 | $744K | Buy |
+13,713
| New | +$744K | 0.34% | 78 |
|