WC
NWLI

Westhampton Capital’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Westhampton Capital’s Portfolio NWLI Stock Details NWLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-475
Closed -$236K – 121
2024
Q2 		$236K Sell
475
-950
-67% -$466K 0.13% 109
2024
Q1 		$701K Sell
1,425
-275
-16% -$133K 0.38% 76
2023
Q4 		$821K Sell
1,700
-625
-27% -$297K 0.49% 62
2023
Q3 		$1.02M Sell
2,325
-400
-15% -$176K 0.65% 53
2023
Q2 		$1.13M Sell
2,725
-590
-18% -$188K 0.74% 44
2023
Q1 		$804K Hold
3,315
– – 0.52% 60
2022
Q4 		$932K Sell
3,315
-83
-2% -$17.7K 0.63% 57
2022
Q3 		$580K Hold
3,398
– – 0.44% 68
2022
Q2 		$689K Sell
3,398
-40
-1% -$8.19K 0.49% 64
2022
Q1 		$723K Sell
3,438
-15
-0.4% -$3.2K 0.47% 64
2021
Q4 		$740K Buy
3,453
+158
+5% +$34.4K 0.45% 68
2021
Q3 		$694K Buy
+3,295
New +$715K 0.47% 66

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Westhampton Capital's NWLI Position: Q3 2024 in Review

Westhampton Capital sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 475 shares — an estimated $236K sold.

Westhampton Capital first reported a position in NWLI in Q3 2021 and held it in 12 quarters. The position peaked at $1.13M in Q2 2023. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.

  • Westhampton Capital reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
  • Westhampton Capital sold 475 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $236K.
  • Westhampton Capital first reported a position in National Western Life Group, Inc. Class A in Q3 2021 and held it in 12 quarters.
  • Westhampton Capital's National Western Life Group, Inc. Class A position peaked at $1.13M in Q2 2023.
  • 1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.

Based on Westhampton Capital's 13F filing for Q3 2024, filed 22 Oct 2024.