Institutions / Nwm Advisors, LLC / Activity
Activity — Nwm Advisors, LLC
25 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922908629 Common stock | $7.06M | +88K +925.87% | 97,027 6.16% of portfolio | medium |
| Q2 2026 as of | Trim | 015564602 Common stock | $-3.84M | -179K -69.69% | 77,907 1.31% of portfolio | low |
| Q2 2026 as of | Add | 92204A702 Common stock | $3.28M | +27K +747.16% | 31,150 2.93% of portfolio | low |
| Q2 2026 as of | Exit | Uber Technologies, Inc Common stock | $-2.89M | -35K -100.00% | 0 | low |
| Q2 2026 as of | Add | 922908363 Common stock | $2.15M | +3K +6.16% | 53,991 29.20% of portfolio | low |
| Q2 2026 as of | Exit | Palantir Technologies Inc Common stock | $-1.14M | -6K -100.00% | 0 | low |
| Q2 2026 as of | Add | 921932885 Common stock | $1.12M | +9K +7.64% | 121,546 12.48% of portfolio | low |
| Q2 2026 as of | Add | 808524607 Common stock | $932.9K | +26K +14.21% | 207,566 5.91% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett Common stock | $766.1K | +2K +7.83% | 21,092 8.31% of portfolio | low |
| Q2 2026 as of | Exit | CWBC Community West Bancshares Common Stock | $-729.7K | -32K -100.00% | 0 | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $491.6K | +1K +14.22% | 10,588 3.11% of portfolio | low |
| Q2 2026 as of | Trim | NVIDIA Corp Common stock | $-488.6K | -2K -9.75% | 22,606 3.56% of portfolio | low |
| Q2 2026 as of | Add | 336917109 Common stock | $369.0K | +8K +70.37% | 18,361 0.70% of portfolio | low |
| Q2 2026 as of | Add | 015564503 Common stock | $367.3K | +8K +11.30% | 79,266 2.85% of portfolio | low |
| Q2 2026 as of | Trim | 337345102 Common stock | $-324.0K | -968 -4.73% | 19,513 5.14% of portfolio | low |
| Q2 2026 as of | New | CrowdStrike Holdings, Inc. Common stock | $302.2K | +396 | 396 0.24% of portfolio | low |
| Q2 2026 as of | Trim | 81369Y506 Common stock | $-289.0K | -5K -51.82% | 5,060 0.21% of portfolio | low |
| Q2 2026 as of | Add | Visa Inc Common stock | $277.9K | +810 +6.23% | 13,821 3.73% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-229.5K | -793 -4.16% | 18,247 4.16% of portfolio | low |
| Q2 2026 as of | Trim | Costco Wholesale Corp /New Common stock | $-188.0K | -201 -38.00% | 328 0.24% of portfolio | low |
| Q2 2026 as of | Trim | United Parcel Service Inc Common stock | $-175.7K | -2K -9.42% | 15,718 1.33% of portfolio | low |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-147.3K | -450 -2.86% | 15,260 3.93% of portfolio | low |
| Q2 2026 as of | Add | 74348A467 Common stock | $118.4K | +2K +94.28% | 4,344 0.19% of portfolio | low |
| Q2 2026 as of | Add | 78462F103 Common stock | $23.9K | +32 +0.90% | 3,578 2.10% of portfolio | low |
| Q2 2026 as of | Trim | 922907712 Common stock | $-6.1K | -80 -0.26% | 30,615 1.84% of portfolio | low |