Cerity Partners’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.84M | Buy |
324,950
+38,979
| +14% | +$648K | 0.01% | 1028 |
|
|
2025
Q4 | $5M | Buy |
285,971
+8,116
| +3% | +$129K | 0.01% | 921 |
|
|
2025
Q3 | $3.93M | Sell |
277,855
-6,444
| -2% | -$90.9K | 0.01% | 972 |
|
|
2025
Q2 | $4.02M | Buy |
284,299
+64,651
| +29% | +$855K | 0.01% | 908 |
|
|
2025
Q1 | $2.62M | Buy |
219,648
+104,886
| +91% | +$1.18M | 0.01% | 998 |
|
|
2024
Q4 | $1.13M | Buy |
114,762
+30,377
| +36% | +$301K | ﹤0.01% | 1360 |
|
|
2024
Q3 | $790K | Buy |
84,385
+35,499
| +73% | +$316K | ﹤0.01% | 1525 |
|
|
2024
Q2 | $393K | Sell |
48,886
-28,382
| -37% | -$220K | ﹤0.01% | 1669 |
|
|
2024
Q1 | $525K | Buy |
77,268
+50,374
| +187% | +$299K | ﹤0.01% | 1575 |
|
|
2023
Q4 | $151K | Buy |
26,894
+7,457
| +38% | +$39.6K | ﹤0.01% | 1753 |
|
|
2023
Q3 | $113K | Sell |
19,437
-17,200
| -47% | -$104K | ﹤0.01% | 1323 |
|
|
2023
Q2 | $224K | Sell |
36,637
-3,848
| -10% | -$25.3K | ﹤0.01% | 1473 |
|
|
2023
Q1 | $267K | Buy |
40,485
+18,993
| +88% | +$134K | ﹤0.01% | 1587 |
|
|
2022
Q4 | $139K | Sell |
21,492
-3,325
| -13% | -$19.5K | ﹤0.01% | 1383 |
|
|
2022
Q3 | $124K | Sell |
24,817
-3,744
| -13% | -$23.1K | ﹤0.01% | 1099 |
|
|
2022
Q2 | $168K | Buy |
+28,561
| New | +$171K | ﹤0.01% | 1099 |
|
|
2022
Q1 | – | Sell |
-15,155
| Closed | -$97K | – | 1058 |
|
|
2021
Q4 | $97K | Buy |
+15,155
| New | +$98.4K | ﹤0.01% | 982 |
|
|
2019
Q1 | – | Sell |
-61,744
| Closed | -$372K | – | 561 |
|
|
2018
Q4 | $372K | Sell |
61,744
-325
| -0.5% | -$2.08K | 0.02% | 363 |
|
|
2018
Q3 | $436K | Buy |
62,069
+24,699
| +66% | +$175K | 0.03% | 354 |
|
|
2018
Q2 | $274K | Buy |
37,370
+11,722
| +46% | +$94.3K | 0.02% | 438 |
|
|
2018
Q1 | $204K | Sell |
25,648
-2,898
| -10% | -$24.4K | 0.02% | 499 |
|
|
2017
Q4 | $235K | Buy |
28,546
+380
| +1% | +$3.04K | 0.02% | 502 |
|
|
2017
Q3 | $221K | Buy |
+28,166
| New | +$204K | 0.02% | 515 |
|
|
2017
Q2 | – | Sell |
-25,399
| Closed | -$166K | – | 415 |
|
|
2017
Q1 | $166K | Buy |
+25,399
| New | +$160K | 0.01% | 420 |
|
Other funds holding NWG
