CWC
NWLI

Carolinas Wealth Consulting’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Carolinas Wealth Consulting’s Portfolio NWLI Stock Details NWLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4
Closed -$1.99K – 1108
2024
Q2 		$1.99K Hold
4
– – ﹤0.01% 798
2024
Q1 		$1.97K Hold
4
– – ﹤0.01% 795
2023
Q4 		$1.93K Sell
4
-6
-60% -$2.85K ﹤0.01% 744
2023
Q3 		$4.79K Hold
10
– – ﹤0.01% 610
2023
Q2 		$4.16K Hold
10
– – ﹤0.01% 698
2023
Q1 		$2.43K Hold
10
– – ﹤0.01% 790
2022
Q4 		$2.81K Hold
10
– – ﹤0.01% 774
2022
Q3 		$2K Hold
10
– – ﹤0.01% 786
2022
Q2 		$2K Hold
10
– – ﹤0.01% 790
2022
Q1 		$2K Hold
10
– – ﹤0.01% 820
2021
Q4 		$2K Hold
10
– – ﹤0.01% 854
2021
Q3 		$2K Hold
10
– – ﹤0.01% 822
2021
Q2 		$2K Buy
+10
New +$2.38K ﹤0.01% 832

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Carolinas Wealth Consulting's NWLI Position: Q3 2024 in Review

Carolinas Wealth Consulting sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 4 shares — an estimated $1.99K sold.

Carolinas Wealth Consulting first reported a position in NWLI in Q2 2021 and held it in 13 quarters. The position peaked at $4.79K in Q3 2023. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.

  • Carolinas Wealth Consulting reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 4 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $1.99K.
  • Carolinas Wealth Consulting first reported a position in National Western Life Group, Inc. Class A in Q2 2021 and held it in 13 quarters.
  • Carolinas Wealth Consulting's National Western Life Group, Inc. Class A position peaked at $4.79K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2024, filed 12 Nov 2024.