Number of Shares
194,172.00
Current Holdings Value*
$2.33 Mil
% of Portfolio
1.08%
Total Estimate Gain
$107,918.34
% of Total Estimate Gain
2.75%

Intrepid Financial Planning Group LLC's Northwest Bancshares Inc Holding Summary

As of 2025-03-31, Intrepid Financial Planning Group LLC held 194,172.00 shares of Northwest Bancshares Inc(NWBI), totaling $2.33 Mil. This investment constitutes 1.08% of their stock portfolio, and Intrepid Financial Planning Group LLC now holds 0.15% of the outstanding Northwest Bancshares Inc(NWBI) stock.

The initial trade took place in 2022Q2. And since then Intrepid Financial Planning Group LLC has made 1 purchases of NWBI, at an average price of $12.75, for a total of 308,292.00 shares. In addition, there have been 2 sales at an average price of $12.67 for 114,120.00 shares. Based on historical transaction data and NWBI's current price of $13.35, Intrepid Financial Planning Group LLC's estimated gain on his NWBI holdings is $107,918.34, reflecting a 2.75% gain to date.

Intrepid Financial Planning Group LLC NWBI ($13.35) Holding Chart

Intrepid Financial Planning Group LLC NWBI ($13.35) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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