Venturi 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 | $1.21M | Sell |
85,656
-1,278
| -1% | -$18.1K | 0.06% | 177 |
|
|
2025
Q1 | $1.04M | Buy |
86,934
+450
| +0.5% | +$5.36K | 0.05% | 199 |
|
|
2024
Q4 | $880K | Buy |
86,484
+2,542
| +3% | +$25.9K | 0.04% | 223 |
|
|
2024
Q3 | $786K | Buy |
83,942
+6,229
| +8% | +$58.3K | 0.04% | 218 |
|
|
2024
Q2 | $624K | Buy |
+77,713
| New | +$624K | 0.04% | 242 |
|