Moody National Bank Trust Division’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
Q4 | – | Sell |
-2,500
| Closed | -$1.25M | – | 504 |
|
|
2024
Q3 | $1.25M | Sell |
2,500
-1,069,837
| -100% | -$533M | 0.13% | 182 |
|
|
2024
Q2 | $533M | Sell |
1,072,337
-17,040
| -2% | -$8.36M | 41.42% | 1 |
|
|
2024
Q1 | $536M | Sell |
1,089,377
-20,000
| -2% | -$9.7M | 42.24% | 1 |
|
|
2023
Q4 | $536M | Sell |
1,109,377
-58,784
| -5% | -$28M | 41.76% | 1 |
|
|
2023
Q3 | $511M | Buy |
1,168,161
+1,000
| +0.1% | +$440K | 33.01% | 1 |
|
|
2023
Q2 | $485M | Hold |
1,167,161
| – | – | 33.27% | 1 |
|
|
2023
Q1 | $283M | Sell |
1,167,161
-3,000
| -0.3% | -$782K | 24.22% | 1 |
|
|
2022
Q4 | $329M | Hold |
1,170,161
| – | – | 28.65% | 1 |
|
|
2022
Q3 | $200M | Hold |
1,170,161
| – | – | 20.66% | 1 |
|
|
2022
Q2 | $237M | Buy |
1,170,161
+4,415
| +0.4% | +$904K | 25.01% | 1 |
|
|
2022
Q1 | $245M | Hold |
1,165,746
| – | – | 7.61% | 2 |
|
|
2021
Q4 | $250M | Buy |
1,165,746
+1,500
| +0.1% | +$326K | 7.47% | 2 |
|
|
2021
Q3 | $245M | Buy |
1,164,246
+2,000
| +0.2% | +$434K | 3.59% | 2 |
|
|
2021
Q2 | $261M | Hold |
1,162,246
| – | – | 5.33% | 2 |
|
|
2021
Q1 | $289M | Hold |
1,162,246
| – | – | 6.88% | 2 |
|
|
2020
Q4 | $240M | Hold |
1,162,246
| – | – | 6.15% | 2 |
|
|
2020
Q3 | $212M | Hold |
1,162,246
| – | – | 6.53% | 2 |
|
|
2020
Q2 | $236M | Hold |
1,162,246
| – | – | 7.38% | 2 |
|
|
2020
Q1 | $200M | Hold |
1,162,246
| – | – | 7.05% | 2 |
|
|
2019
Q4 | $338M | Hold |
1,162,246
| – | – | 8.98% | 2 |
|
|
2019
Q3 | $312M | Sell |
1,162,246
-500
| -0% | -$132K | 8.76% | 2 |
|
|
2019
Q2 | $299M | Buy |
1,162,746
+1,000
| +0.1% | +$266K | 8.48% | 2 |
|
|
2019
Q1 | $305M | Sell |
1,161,746
-38
| -0% | -$11.1K | 8.38% | 2 |
|
|
2018
Q4 | $349M | Hold |
1,161,784
| – | – | 9.93% | 2 |
|
|
2018
Q3 | $371M | Buy |
1,161,784
+38
| +0% | +$12.2K | 9.41% | 2 |
|
|
2018
Q2 | $357M | Hold |
1,161,746
| – | – | 16.78% | 2 |
|
|
2018
Q1 | $354M | Hold |
1,161,746
| – | – | 17.9% | 2 |
|
|
2017
Q4 | $385M | Hold |
1,161,746
| – | – | 17.84% | 2 |
|
|
2017
Q3 | $405M | Hold |
1,161,746
| – | – | 19.85% | 2 |
|
|
2017
Q2 | $371M | Hold |
1,161,746
| – | – | 18.29% | 2 |
|
|
2017
Q1 | $353M | Buy |
1,161,746
+4,350
| +0.4% | +$1.35M | 17.45% | 2 |
|
|
2016
Q4 | $360M | Hold |
1,157,396
| – | – | 17.18% | 2 |
|
|
2016
Q3 | $238M | Hold |
1,157,396
| – | – | 13.13% | 2 |
|
|
2016
Q2 | $226M | Buy |
+1,157,396
| New | +$247M | 12.86% | 2 |
|
Moody National Bank Trust Division's NWLI Position: Q4 2024 in Review
Moody National Bank Trust Division sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2024, closing a stake of 2,500 shares — an estimated $1.25M sold.
Moody National Bank Trust Division first reported a position in NWLI in Q2 2016 and held it in 34 quarters. The position peaked at $536M in Q1 2024. 0 funds tracked by Wall St. Rank hold NWLI as of Q4 2024.
- Moody National Bank Trust Division reported no remaining National Western Life Group, Inc. Class A position as of Q4 2024 after selling out during the quarter.
- Moody National Bank Trust Division sold 2,500 National Western Life Group, Inc. Class A shares in Q4 2024, an estimated $1.25M.
- Moody National Bank Trust Division first reported a position in National Western Life Group, Inc. Class A in Q2 2016 and held it in 34 quarters.
- Moody National Bank Trust Division's National Western Life Group, Inc. Class A position peaked at $536M in Q1 2024.
- 0 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2024.
Based on Moody National Bank Trust Division's 13F filing for Q4 2024, filed 13 Jan 2025.