GSB 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
$298K Sell
4,010
-117
-3% -$8.71K 0.07% 182
2025
Q1
$263K Sell
4,127
-1,158
-22% -$73.8K 0.07% 181
2024
Q4
$305K Sell
5,285
-87
-2% -$5.02K 0.08% 174
2024
Q3
$358K Sell
5,372
-523
-9% -$34.8K 0.09% 164
2024
Q2
$320K Hold
5,895
0.09% 174
2024
Q1
$384K Sell
5,895
-134
-2% -$8.74K 0.11% 156
2023
Q4
$392K Sell
6,029
-235
-4% -$15.3K 0.12% 149
2023
Q3
$363K Hold
6,264
0.12% 146
2023
Q2
$403K Sell
6,264
-55
-0.9% -$3.54K 0.13% 145
2023
Q1
$411K Sell
6,319
-5,361
-46% -$348K 0.13% 151
2022
Q4
$673K Sell
11,680
-341
-3% -$19.7K 0.24% 123
2022
Q3
$582K Sell
12,021
-256
-2% -$12.4K 0.21% 135
2022
Q2
$747K Sell
12,277
-2,945
-19% -$179K 0.25% 125
2022
Q1
$1.07M Sell
15,222
-72
-0.5% -$5.05K 0.31% 108
2021
Q4
$1.01M Sell
15,294
-262
-2% -$17.3K 0.29% 110
2021
Q3
$832K Sell
15,556
-335
-2% -$17.9K 0.43% 69
2021
Q2
$911K Buy
15,891
+5,858
+58% +$336K 0.28% 116
2021
Q1
$533K Buy
+10,033
New +$533K 0.18% 138