Garrison Point Advisors’s National Western Life Group, Inc. Class A NWLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,900
| Closed | -$944K | – | 148 |
|
|
2024
Q2 | $944K | Hold |
1,900
| – | – | 0.62% | 48 |
|
|
2024
Q1 | $935K | Hold |
1,900
| – | – | 0.6% | 55 |
|
|
2023
Q4 | $918K | Hold |
1,900
| – | – | 0.65% | 47 |
|
|
2023
Q3 | $831K | Sell |
1,900
-100
| -5% | -$44K | 0.64% | 49 |
|
|
2023
Q2 | $831K | Hold |
2,000
| – | – | 0.6% | 59 |
|
|
2023
Q1 | $485K | Hold |
2,000
| – | – | 0.36% | 88 |
|
|
2022
Q4 | $562K | Hold |
2,000
| – | – | 0.46% | 79 |
|
|
2022
Q3 | $342K | Hold |
2,000
| – | – | 0.31% | 103 |
|
|
2022
Q2 | $405K | Hold |
2,000
| – | – | 0.34% | 96 |
|
|
2022
Q1 | $421K | Hold |
2,000
| – | – | 0.29% | 101 |
|
|
2021
Q4 | $429K | Hold |
2,000
| – | – | 0.28% | 99 |
|
|
2021
Q3 | $421K | Hold |
2,000
| – | – | 0.31% | 100 |
|
|
2021
Q2 | $449K | Hold |
2,000
| – | – | 0.32% | 96 |
|
|
2021
Q1 | $498K | Hold |
2,000
| – | – | 0.39% | 83 |
|
|
2020
Q4 | $413K | Hold |
2,000
| – | – | 0.33% | 90 |
|
|
2020
Q3 | $366K | Hold |
2,000
| – | – | 0.33% | 94 |
|
|
2020
Q2 | $406K | Hold |
2,000
| – | – | 0.4% | 79 |
|
|
2020
Q1 | $344K | Hold |
2,000
| – | – | 0.42% | 78 |
|
|
2019
Q4 | $582K | Hold |
2,000
| – | – | 0.53% | 66 |
|
|
2019
Q3 | $537K | Hold |
2,000
| – | – | 0.53% | 71 |
|
|
2019
Q2 | $514K | Hold |
2,000
| – | – | 0.52% | 71 |
|
|
2019
Q1 | $525K | Hold |
2,000
| – | – | 0.55% | 67 |
|
|
2018
Q4 | $601K | Buy |
+2,000
| New | +$585K | 0.74% | 55 |
|
Other funds holding NWLI
Garrison Point Advisors's NWLI Position: Q3 2024 in Review
Garrison Point Advisors sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 1,900 shares — an estimated $944K sold.
Garrison Point Advisors first reported a position in NWLI in Q4 2018 and held it in 23 quarters. The position peaked at $944K in Q2 2024. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.
- Garrison Point Advisors reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
- Garrison Point Advisors sold 1,900 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $944K.
- Garrison Point Advisors first reported a position in National Western Life Group, Inc. Class A in Q4 2018 and held it in 23 quarters.
- Garrison Point Advisors's National Western Life Group, Inc. Class A position peaked at $944K in Q2 2024.
- 1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.
Based on Garrison Point Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.