HB 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
$805K Buy
10,820
+1,697
+19% +$126K 0.01% 582
2025
Q1
$582K Buy
9,123
+3,533
+63% +$225K ﹤0.01% 706
2024
Q4
$323K Buy
+5,590
New +$323K ﹤0.01% 773