Forum Financial 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 | $576K | Hold |
40,696
| – | – | 0.01% | 363 |
|
|
2025
Q1 | $485K | Hold |
40,696
| – | – | 0.01% | 383 |
|
|
2024
Q4 | $414K | Buy |
40,696
+19,742
| +94% | +$201K | 0.01% | 463 |
|
|
2024
Q3 | $196K | Hold |
20,954
| – | – | ﹤0.01% | 727 |
|
|
2024
Q2 | $168K | Hold |
20,954
| – | – | ﹤0.01% | 683 |
|
|
2024
Q1 | $142K | Hold |
20,954
| – | – | ﹤0.01% | 722 |
|
|
2023
Q4 | $118K | Buy |
20,954
+3,662
| +21% | +$20.6K | ﹤0.01% | 669 |
|
|
2023
Q3 | $101K | Hold |
17,292
| – | – | ﹤0.01% | 619 |
|
|
2023
Q2 | $106K | Hold |
17,292
| – | – | ﹤0.01% | 639 |
|
|
2023
Q1 | $114K | Hold |
17,292
| – | – | ﹤0.01% | 596 |
|
|
2022
Q4 | $112K | Hold |
17,292
| – | – | ﹤0.01% | 571 |
|
|
2022
Q3 | $86K | Sell |
17,292
-1
| -0% | -$5 | ﹤0.01% | 521 |
|
|
2022
Q2 | $101K | Hold |
17,293
| – | – | 0.01% | 550 |
|
|
2022
Q1 | $105K | Hold |
17,293
| – | – | 0.01% | 591 |
|
|
2021
Q4 | $114K | Buy |
+17,293
| New | +$114K | 0.01% | 633 |
|