Beverly Hills Private Wealth’s National Grid NGG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$495K	Sell	5,848 -261	-4%	-$22.5K	0.08%	189
2025 Q4	$473K	Sell	6,109 -347	-5%	-$26.1K	0.08%	188
2025 Q3	$463K	Sell	6,456 -205	-3%	-$14.4K	0.08%	196
2025 Q2	$489K	Sell	6,661 -268	-4%	-$18.4K	0.09%	179
2025 Q1	$435K	Sell	6,929 -197	-3%	-$11.6K	0.09%	193
2024 Q4	$406K	Sell	7,126 -2,675	-27%	-$161K	0.08%	198
2024 Q3	$643K	Sell	9,801 -1,512	-13%	-$92.7K	0.13%	155
2024 Q2	$606K	Sell	11,313 -480	-4%	-$28.9K	0.13%	162
2024 Q1	$758K	Buy	11,793 +1,187	+11%	+$75.1K	0.18%	127
2023 Q4	$680K	Sell	10,606 -367	-3%	-$21.9K	0.18%	127
2023 Q3	$627K	Sell	10,973 -10,798	-50%	-$653K	0.19%	121
2023 Q2	$1.29M	Buy	21,771 +13,291	+157%	+$872K	0.21%	109
2023 Q1	$543K	Buy	+8,480	New	+$508K	0.17%	140