Congress Wealth Management’s National Grid NGG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$377K	Buy	5,071 +1,209	+31%	+$90K	﹤0.01%	1007
2025 Q1	$246K	Buy	3,862 +77	+2%	+$4.9K	﹤0.01%	984
2024 Q4	$219K	Buy	3,785 +178	+5%	+$10.3K	﹤0.01%	838
2024 Q3	$240K	Buy	+3,607	New	+$240K	﹤0.01%	784