RWM
Ritholtz Wealth Management’s NatWest NWG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
297,583
+77,536
| +35% | +$1.1M | 0.09% | 132 |
|
|
2025
Q1 | $2.62M | Buy |
220,047
+15,534
| +8% | +$185K | 0.08% | 186 |
|
|
2024
Q4 | $2.08M | Buy |
204,513
+73,934
| +57% | +$752K | 0.06% | 227 |
|
|
2024
Q3 | $1.22M | Buy |
130,579
+27,238
| +26% | +$255K | 0.04% | 334 |
|
|
2024
Q2 | $830K | Buy |
103,341
+4,846
| +5% | +$38.9K | 0.03% | 395 |
|
|
2024
Q1 | $670K | Sell |
98,495
-68,026
| -41% | -$463K | 0.02% | 458 |
|
|
2023
Q4 | $938K | Sell |
166,521
-144,185
| -46% | -$812K | 0.04% | 345 |
|
|
2023
Q3 | $1.81M | Sell |
310,706
-143,361
| -32% | -$836K | 0.08% | 159 |
|
|
2023
Q2 | $2.78M | Sell |
454,067
-73,645
| -14% | -$451K | 0.13% | 98 |
|
|
2023
Q1 | $3.48M | Sell |
527,712
-47,237
| -8% | -$312K | 0.17% | 75 |
|
|
2022
Q4 | $3.71M | Sell |
574,949
-1,785
| -0.3% | -$11.5K | 0.21% | 72 |
|
|
2022
Q3 | $2.88M | Sell |
576,734
-91,618
| -14% | -$457K | 0.15% | 88 |
|
|
2022
Q2 | $3.64M | Buy |
668,352
+355,094
| +113% | +$1.94M | 0.23% | 54 |
|
|
2022
Q1 | $1.78M | Buy |
313,258
+117,316
| +60% | +$666K | 0.12% | 102 |
|
|
2021
Q4 | $1.2M | Buy |
195,942
+97,893
| +100% | +$598K | 0.07% | 139 |
|
|
2021
Q3 | $597K | Buy |
98,049
+44,229
| +82% | +$269K | 0.04% | 234 |
|
|
2021
Q2 | $304K | Sell |
53,820
-1,559
| -3% | -$8.81K | 0.02% | 362 |
|
|
2021
Q1 | $297K | Sell |
55,379
-285
| -0.5% | -$1.53K | 0.02% | 307 |
|
|
2020
Q4 | $252K | Sell |
55,664
-56,541
| -50% | -$256K | 0.02% | 290 |
|
|
2020
Q3 | $302K | Sell |
112,205
-139,038
| -55% | -$374K | 0.03% | 208 |
|
|
2020
Q2 | $766K | Buy |
251,243
+192,223
| +326% | +$586K | 0.1% | 84 |
|
|
2020
Q1 | $161K | Buy |
+59,020
| New | +$161K | 0.03% | 146 |
|