GeoWealth 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 | $317K | Sell |
22,368
-80
| -0.4% | -$1.13K | 0.01% | 530 |
|
|
2025
Q1 | $268K | Sell |
22,448
-14,884
| -40% | -$177K | 0.01% | 580 |
|
|
2024
Q4 | $380K | Sell |
37,332
-805
| -2% | -$8.19K | 0.01% | 550 |
|
|
2024
Q3 | $357K | Sell |
38,137
-11,934
| -24% | -$112K | 0.01% | 557 |
|
|
2024
Q2 | $402K | Buy |
50,071
+23,008
| +85% | +$185K | 0.02% | 493 |
|
|
2024
Q1 | $184K | Buy |
27,063
+6,969
| +35% | +$47.4K | 0.01% | 705 |
|
|
2023
Q4 | $113K | Buy |
+20,094
| New | +$113K | 0.01% | 579 |
|