Baron Wealth Management’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Buy |
43,272
+7,303
| +20% | +$103K | 0.22% | 66 |
|
|
2025
Q1 | $429K | Buy |
35,969
+16,422
| +84% | +$196K | 0.19% | 88 |
|
|
2024
Q4 | $199K | Buy |
19,547
+182
| +0.9% | +$1.85K | 0.09% | 185 |
|
|
2024
Q3 | $181K | Buy |
19,365
+7,017
| +57% | +$65.7K | 0.09% | 199 |
|
|
2024
Q2 | $99.2K | Buy |
+12,348
| New | +$99.2K | 0.05% | 178 |
|