HighMark 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
$6.97K Sell
94
-3
-3% -$223 ﹤0.01% 360
2025
Q1
$6.15K Buy
97
+2
+2% +$127 ﹤0.01% 346
2024
Q4
$5.48K Sell
95
-1
-1% -$58 ﹤0.01% 371
2024
Q3
$6.42K Buy
96
+8
+9% +$535 ﹤0.01% 367
2024
Q2
$4.75K Hold
88
﹤0.01% 396
2024
Q1
$5.7K Buy
88
+2
+2% +$130 ﹤0.01% 363
2023
Q4
$5.58K Hold
86
﹤0.01% 353
2023
Q3
$4.97K Buy
86
+3
+4% +$174 ﹤0.01% 350
2023
Q2
$5.33K Hold
83
﹤0.01% 342
2023
Q1
$5.39K Buy
83
+1
+1% +$65 ﹤0.01% 385
2022
Q4
$4.7K Sell
82
-1
-1% -$57 ﹤0.01% 346
2022
Q3
$4K Buy
83
+2
+2% +$96 ﹤0.01% 364
2022
Q2
$5K Sell
81
-2
-2% -$123 ﹤0.01% 349
2022
Q1
$6K Buy
83
+2
+2% +$145 ﹤0.01% 343
2021
Q4
$5K Sell
81
-1
-1% -$62 ﹤0.01% 362
2021
Q3
$4K Buy
82
+2
+3% +$98 ﹤0.01% 388
2021
Q2
$5K Hold
80
﹤0.01% 369
2021
Q1
$4K Buy
80
+2
+3% +$100 ﹤0.01% 364
2020
Q4
$4K Hold
78
﹤0.01% 361
2020
Q3
$4K Buy
78
+2
+3% +$103 ﹤0.01% 351
2020
Q2
$4K Hold
76
﹤0.01% 337
2020
Q1
$3K Buy
76
+2
+3% +$79 ﹤0.01% 277
2019
Q4
$4K Buy
+74
New +$4K ﹤0.01% 300