Kovitz Investment Group Partners’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169K | Sell |
11,934
-3,025
| -20% | -$42.8K | ﹤0.01% | 1290 |
|
|
2025
Q1 | $178K | Sell |
14,959
-174
| -1% | -$2.07K | ﹤0.01% | 1174 |
|
|
2024
Q4 | $154K | Sell |
15,133
-4,803
| -24% | -$48.8K | ﹤0.01% | 1179 |
|
|
2024
Q3 | $155K | Sell |
19,936
-8,977
| -31% | -$69.8K | ﹤0.01% | 962 |
|
|
2024
Q2 | $232K | Buy |
28,913
+595
| +2% | +$4.78K | ﹤0.01% | 774 |
|
|
2024
Q1 | $193K | Buy |
+28,318
| New | +$193K | ﹤0.01% | 633 |
|