Integrated Wealth Concepts’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
$652K Buy
2025
Q1
$421K Sell
2024
Q4
$365K Buy
2024
Q3
$322K Buy
2024
Q2
$272K Buy
2024
Q1
$217K Buy
2023
Q4
$174K Sell
2023
Q3
$1.69M Buy
2023
Q2
$1.74M Sell
2023
Q1
$1.89M Buy