Corient Private Wealth’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $942K | Buy |
66,573
+2,950
| +5% | +$41.7K | ﹤0.01% | 1461 |
|
|
2025
Q1 | $758K | Buy |
63,623
+3,711
| +6% | +$44.2K | ﹤0.01% | 1399 |
|
|
2024
Q4 | $609K | Buy |
59,912
+8,715
| +17% | +$88.6K | ﹤0.01% | 1514 |
|
|
2024
Q3 | $479K | Sell |
51,197
-16,931
| -25% | -$158K | ﹤0.01% | 1730 |
|
|
2024
Q2 | $547K | Buy |
68,128
+21,914
| +47% | +$176K | ﹤0.01% | 1588 |
|
|
2024
Q1 | $314K | Buy |
46,214
+17,429
| +61% | +$119K | ﹤0.01% | 1860 |
|
|
2023
Q4 | $162K | Buy |
28,785
+426
| +2% | +$2.4K | ﹤0.01% | 2106 |
|
|
2023
Q3 | $164K | Sell |
28,359
-1,872
| -6% | -$10.9K | ﹤0.01% | 1953 |
|
|
2023
Q2 | $181K | Buy |
30,231
+940
| +3% | +$5.63K | ﹤0.01% | 1882 |
|
|
2023
Q1 | $193K | Buy |
29,291
+9,561
| +48% | +$63.1K | ﹤0.01% | 1798 |
|
|
2022
Q4 | $128K | Buy |
+19,730
| New | +$128K | ﹤0.01% | 1537 |
|