Northwestern Mutual Wealth 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 | $238K | Buy |
16,809
+12,960
| +337% | +$183K | ﹤0.01% | 1658 |
|
2025
Q1 | $45.9K | Sell |
3,849
-380
| -9% | -$4.53K | ﹤0.01% | 2206 |
|
2024
Q4 | $43K | Buy |
4,229
+2,068
| +96% | +$21K | ﹤0.01% | 2233 |
|
2024
Q3 | $20.2K | Buy |
2,161
+100
| +5% | +$936 | ﹤0.01% | 2469 |
|
2024
Q2 | $16.5K | Buy |
2,061
+510
| +33% | +$4.1K | ﹤0.01% | 2463 |
|
2024
Q1 | $10.5K | Buy |
1,551
+587
| +61% | +$3.99K | ﹤0.01% | 2626 |
|
2023
Q4 | $5.43K | Sell |
964
-170
| -15% | -$957 | ﹤0.01% | 2843 |
|
2023
Q3 | $6.61K | Buy |
1,134
+170
| +18% | +$991 | ﹤0.01% | 2669 |
|
2023
Q2 | $5.9K | Sell |
964
-1,959
| -67% | -$12K | ﹤0.01% | 2733 |
|
2023
Q1 | $19.3K | Sell |
2,923
-978
| -25% | -$6.46K | ﹤0.01% | 2265 |
|
2022
Q4 | $25.2K | Sell |
3,901
-684
| -15% | -$4.42K | ﹤0.01% | 2170 |
|
2022
Q3 | $22K | Sell |
4,585
-33,512
| -88% | -$161K | ﹤0.01% | 2186 |
|
2022
Q2 | $224K | Sell |
38,097
-8,042
| -17% | -$47.3K | ﹤0.01% | 1356 |
|
2022
Q1 | $282K | Buy |
46,139
+18,054
| +64% | +$110K | ﹤0.01% | 1307 |
|
2021
Q4 | $185K | Buy |
28,085
+1,277
| +5% | +$8.41K | ﹤0.01% | 1474 |
|
2021
Q3 | $176K | Hold |
26,808
| – | – | ﹤0.01% | 1397 |
|
2021
Q2 | $163K | Hold |
26,808
| – | – | ﹤0.01% | 1399 |
|
2021
Q1 | $155K | Hold |
26,808
| – | – | ﹤0.01% | 1319 |
|
2020
Q4 | $130K | Sell |
26,808
-13,517
| -34% | -$65.5K | ﹤0.01% | 1303 |
|
2020
Q3 | $117K | Hold |
40,325
| – | – | ﹤0.01% | 1214 |
|
2020
Q2 | $132K | Buy |
40,325
+36,078
| +849% | +$118K | ﹤0.01% | 1115 |
|
2020
Q1 | $12K | Sell |
4,247
-1,702
| -29% | -$4.81K | ﹤0.01% | 1854 |
|
2019
Q4 | $41K | Sell |
5,949
-215
| -3% | -$1.48K | ﹤0.01% | 1534 |
|
2019
Q3 | $34K | Sell |
6,164
-1,247
| -17% | -$6.88K | ﹤0.01% | 1541 |
|
2019
Q2 | $45K | Sell |
7,411
-215
| -3% | -$1.31K | ﹤0.01% | 1426 |
|
2019
Q1 | $54K | Buy |
7,626
+201
| +3% | +$1.42K | ﹤0.01% | 1316 |
|
2018
Q4 | $45K | Hold |
7,425
| – | – | ﹤0.01% | 1296 |
|
2018
Q3 | $52K | Hold |
7,425
| – | – | ﹤0.01% | 1306 |
|
2018
Q2 | $54K | Hold |
7,425
| – | – | ﹤0.01% | 1216 |
|
2018
Q1 | $59K | Sell |
7,425
-433
| -6% | -$3.44K | ﹤0.01% | 1136 |
|
2017
Q4 | $65K | Buy |
7,858
+340
| +5% | +$2.81K | ﹤0.01% | 1054 |
|
2017
Q3 | $59K | Buy |
7,518
+93
| +1% | +$730 | ﹤0.01% | 1061 |
|
2017
Q2 | $52K | Hold |
7,425
| – | – | ﹤0.01% | 1079 |
|
2017
Q1 | $49K | Sell |
7,425
-197
| -3% | -$1.3K | ﹤0.01% | 1038 |
|
2016
Q4 | $46K | Buy |
+7,622
| New | +$46K | ﹤0.01% | 1053 |
|
2016
Q3 | – | Sell |
-12,086
| Closed | -$61K | – | 1078 |
|
2016
Q2 | $61K | Buy |
12,086
+5,828
| +93% | +$29.4K | ﹤0.01% | 864 |
|
2016
Q1 | $43K | Buy |
6,258
+121
| +2% | +$831 | ﹤0.01% | 945 |
|
2015
Q4 | $59K | Hold |
6,137
| – | – | ﹤0.01% | 746 |
|
2015
Q3 | $63K | Hold |
6,137
| – | – | ﹤0.01% | 669 |
|
2015
Q2 | $73K | Hold |
6,137
| – | – | ﹤0.01% | 605 |
|
2015
Q1 | $67K | Sell |
6,137
-928
| -13% | -$10.1K | ﹤0.01% | 601 |
|
2014
Q4 | $92K | Buy |
7,065
+5,571
| +373% | +$72.5K | ﹤0.01% | 538 |
|
2014
Q3 | $19K | Hold |
1,494
| – | – | ﹤0.01% | 824 |
|
2014
Q2 | $18K | Buy |
1,494
+14
| +0.9% | +$169 | ﹤0.01% | 790 |
|
2014
Q1 | $17K | Sell |
1,480
-14
| -0.9% | -$161 | ﹤0.01% | 787 |
|
2013
Q4 | $18K | Hold |
1,494
| – | – | ﹤0.01% | 805 |
|
2013
Q3 | $19K | Sell |
1,494
-517
| -26% | -$6.58K | ﹤0.01% | 751 |
|
2013
Q2 | $18K | Buy |
+2,011
| New | +$18K | ﹤0.01% | 736 |
|