Baldwin Wealth Partners’s NatWest NWG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$220K	Sell	15,516 -8,170	-34%	-$116K	0.01%	206
2025 Q1	$282K	Sell	23,686 -13,964	-37%	-$166K	0.02%	186
2024 Q4	$383K	Sell	37,650 -54,574	-59%	-$555K	0.03%	171
2024 Q3	$863K	Buy	+92,224	New	+$863K	0.06%	133