Precision Wealth Strategies’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
Q3
Sell
-625
Closed -$311K 124
2024
Q2
$311K Buy
+625
New +$307K 0.32% 80

Other funds holding NWLI

Precision Wealth Strategies's NWLI Position: Q3 2024 in Review

Precision Wealth Strategies sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 625 shares — an estimated $311K sold.

Precision Wealth Strategies first reported a position in NWLI in Q2 2024 and held it in 1 quarter. The position peaked at $311K in Q2 2024. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.

  • Precision Wealth Strategies reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
  • Precision Wealth Strategies sold 625 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $311K.
  • Precision Wealth Strategies first reported a position in National Western Life Group, Inc. Class A in Q2 2024 and held it in 1 quarter.
  • Precision Wealth Strategies's National Western Life Group, Inc. Class A position peaked at $311K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.

Based on Precision Wealth Strategies's 13F filing for Q3 2024, filed 21 Oct 2024.