Aaron Wealth Advisors’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $540K | Buy |
38,161
+2,226
| +6% | +$31.5K | 0.06% | 215 |
|
2025
Q1 | $428K | Buy |
35,935
+831
| +2% | +$9.91K | 0.05% | 250 |
|
2024
Q4 | $357K | Buy |
35,104
+2,529
| +8% | +$25.7K | 0.04% | 276 |
|
2024
Q3 | $305K | Buy |
32,575
+7,308
| +29% | +$68.4K | 0.04% | 298 |
|
2024
Q2 | $203K | Buy |
+25,267
| New | +$203K | 0.03% | 314 |
|
2022
Q2 | – | Sell |
-27,252
| Closed | -$5.17M | – | 628 |
|
2022
Q1 | $5.17M | Buy |
+27,252
| New | +$5.17M | 0.07% | 123 |
|