GeoWealth 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 | $468K | Buy |
6,290
+2,833
| +82% | +$211K | 0.02% | 415 |
|
|
2025
Q1 | $220K | Buy |
3,457
+1,045
| +43% | +$66.6K | 0.01% | 636 |
|
|
2024
Q4 | $139K | Sell |
2,412
-1,423
| -37% | -$82.2K | ﹤0.01% | 880 |
|
|
2024
Q3 | $255K | Buy |
3,835
+854
| +29% | +$56.9K | 0.01% | 644 |
|
|
2024
Q2 | $162K | Buy |
2,981
+57
| +2% | +$3.09K | 0.01% | 730 |
|
|
2024
Q1 | $191K | Buy |
2,924
+367
| +14% | +$23.9K | 0.01% | 698 |
|
|
2023
Q4 | $166K | Buy |
2,557
+2,214
| +645% | +$144K | 0.01% | 531 |
|
|
2023
Q3 | $20K | Buy |
+343
| New | +$20K | ﹤0.01% | 435 |
|