GC Wealth Management RIA’s NatWest NWG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
19,624
+988
+5% +$14K 0.02% 454
2025
Q1
$222K Sell
18,636
-12,896
-41% -$154K 0.04% 289
2024
Q4
$321K Sell
31,532
-4,352
-12% -$44.3K 0.06% 230
2024
Q3
$336K Sell
35,884
-10,174
-22% -$95.2K 0.06% 238
2024
Q2
$370K Buy
46,058
+18,995
+70% +$153K 0.07% 203
2024
Q1
$184K Buy
27,063
+6,969
+35% +$47.4K 0.04% 268
2023
Q4
$113K Buy
+20,094
New +$113K 0.05% 219