United Capital Financial Advisors’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $868K | Buy |
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|
2025
Q2 | $839K | Buy |
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|
2025
Q1 | $705K | Buy |
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|
2024
Q4 | $543K | Sell |
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|
2024
Q3 | $507K | Buy |
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|
2024
Q2 | $348K | Buy |
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|
2024
Q1 | $190K | Buy |
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|
2023
Q4 | $151K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $94K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $66K | Buy |
|