Creative Planning’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
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|
2025
Q1 | $2.32M | Buy |
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|
2024
Q4 | $1.69M | Buy |
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|
2024
Q3 | $1.35M | Buy |
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|
2024
Q2 | $957K | Buy |
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|
2024
Q1 | $606K | Buy |
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|
2023
Q4 | $377K | Sell |
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|
2023
Q3 | $391K | Buy |
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|
2023
Q2 | $259K | Buy |
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|
2023
Q1 | $269K | Buy |
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|
2022
Q4 | $193K | Sell |
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|
2022
Q3 | $302K | Buy |
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|
2022
Q2 | $273K | Buy |
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|
2022
Q1 | $87K | Sell |
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|
2021
Q4 | $112K | Sell |
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|
2021
Q3 | $176K | Buy |
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|
2021
Q2 | $105K | Sell |
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|
2021
Q1 | $159K | Buy |
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|
2020
Q4 | $125K | Buy |
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|
2020
Q3 | $74K | Sell |
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|
2020
Q2 | $92K | Buy |
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|
2020
Q1 | $81K | Buy |
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|
2019
Q4 | $90K | Buy |
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|
2019
Q3 | $71K | Buy |
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|
2019
Q2 | $69K | Sell |
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|
2019
Q1 | $81K | Buy |
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|
2018
Q4 | $69K | Sell |
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|
2018
Q3 | $84K | Buy |
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|
2018
Q2 | $83K | Buy |
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|
2018
Q1 | $89K | Sell |
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|
2017
Q4 | $110K | Sell |
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|
2017
Q3 | $107K | Buy |
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|
2017
Q2 | $26K | Hold |
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|
2017
Q1 | $24K | Sell |
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|
2016
Q4 | $464K | Buy |
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|
2016
Q3 | $295K | Buy |
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|
2016
Q2 | $109K | Buy |
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|
2016
Q1 | $4K | Sell |
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|
2015
Q4 | $7K | Sell |
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|
2015
Q3 | $177K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $26K | Buy |
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|
2014
Q4 | $19K | Sell |
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|
2014
Q3 | $306K | Buy |
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|
2014
Q2 | $60K | Buy |
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|
2014
Q1 | $55K | Hold |
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|
2013
Q4 | $60K | Hold |
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|
2013
Q3 | $61K | Sell |
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|
2013
Q2 | $49K | Buy |
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