Congress 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	$453K	Buy	32,038 +1,680	+6%	+$23.8K	﹤0.01%	957
2025 Q1	$362K	Sell	30,358 -1,165	-4%	-$13.9K	﹤0.01%	900
2024 Q4	$321K	Buy	31,523 +2,598	+9%	+$26.4K	﹤0.01%	749
2024 Q3	$271K	Buy	+28,925	New	+$271K	﹤0.01%	754