AssetMark Inc’s NatWest NWG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.61M Sell
2025
Q1
$1.41M Sell
2024
Q4
$1.25M Buy
2024
Q3
$1.05M Buy
2024
Q2
$495K Buy
2024
Q1
$18.9K Buy
2018
Q1
Sell
2017
Q4
$3K Buy
2017
Q3
$1K Buy