IHT Wealth Management’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $559K | Sell |
6,613
-173
| -3% | -$14.9K | 0.01% | 786 |
|
|
2025
Q4 | $525K | Sell |
6,786
-292
| -4% | -$22K | 0.01% | 744 |
|
|
2025
Q3 | $507K | Buy |
7,078
+28
| +0.4% | +$1.96K | 0.01% | 737 |
|
|
2025
Q2 | $517K | Sell |
7,050
-588
| -8% | -$40.4K | 0.01% | 693 |
|
|
2025
Q1 | $480K | Buy |
7,638
+279
| +4% | +$16.4K | 0.02% | 687 |
|
|
2024
Q4 | $419K | Sell |
7,359
-5,619
| -43% | -$338K | 0.01% | 738 |
|
|
2024
Q3 | $854K | Buy |
12,978
+5,441
| +72% | +$333K | 0.02% | 541 |
|
|
2024
Q2 | $403K | Sell |
7,537
-697
| -8% | -$42K | 0.02% | 699 |
|
|
2024
Q1 | $529K | Buy |
8,234
+152
| +2% | +$9.62K | 0.02% | 612 |
|
|
2023
Q4 | $518K | Sell |
8,082
-65
| -0.8% | -$3.88K | 0.02% | 587 |
|
|
2023
Q3 | $465K | Buy |
8,147
+238
| +3% | +$14.4K | 0.02% | 578 |
|
|
2023
Q2 | $502K | Buy |
7,909
+126
| +2% | +$8.27K | 0.03% | 534 |
|
|
2023
Q1 | $499K | Buy |
7,783
+572
| +8% | +$34.3K | 0.03% | 500 |
|
|
2022
Q4 | $410K | Sell |
7,211
-578
| -7% | -$30.9K | 0.03% | 549 |
|
|
2022
Q3 | $372K | Buy |
+7,789
| New | +$469K | 0.03% | 542 |
|
|
2022
Q2 | – | Sell |
-3,570
| Closed | -$247K | – | 788 |
|
|
2022
Q1 | $247K | Buy |
3,570
+235
| +7% | +$15.6K | 0.02% | 640 |
|
|
2021
Q4 | $217K | Buy |
+3,335
| New | +$196K | 0.02% | 723 |
|
|
2021
Q3 | – | Sell |
-5,176
| Closed | -$293K | – | 920 |
|
|
2021
Q2 | $293K | Buy |
5,176
+524
| +11% | +$29.8K | 0.02% | 726 |
|
|
2021
Q1 | $244K | Buy |
4,652
+389
| +9% | +$20.3K | 0.02% | 700 |
|
|
2020
Q4 | $223K | Sell |
4,263
-772
| -15% | -$40.9K | 0.02% | 658 |
|
|
2020
Q3 | $257K | Buy |
5,035
+709
| +16% | +$35.6K | 0.03% | 529 |
|
|
2020
Q2 | $232K | Sell |
4,326
-255
| -6% | -$12.9K | 0.03% | 479 |
|
|
2020
Q1 | $236K | Sell |
4,581
-229
| -5% | -$12.7K | 0.03% | 451 |
|
|
2019
Q4 | $267K | Buy |
4,810
+328
| +7% | +$16.9K | 0.03% | 479 |
|
|
2019
Q3 | $215K | Buy |
+4,482
| New | +$207K | 0.03% | 525 |
|
|
2018
Q3 | – | Sell |
-4,350
| Closed | -$215K | – | 437 |
|
|
2018
Q2 | $215K | Buy |
4,350
+2,889
| +198% | +$146K | 0.05% | 374 |
|
|
2018
Q1 | $72K | Sell |
1,461
-1,061
| -42% | -$51.8K | 0.02% | 574 |
|
|
2017
Q4 | $132K | Sell |
2,522
-400
| -14% | -$21.3K | 0.03% | 430 |
|
|
2017
Q3 | $162K | Sell |
2,922
-850
| -23% | -$47.5K | 0.07% | 285 |
|
|
2017
Q2 | $66 | Sell |
3,772
-406
| -10% | -$24.8K | 0.03% | 443 |
|
|
2017
Q1 | $256K | Sell |
4,178
-56
| -1% | -$3.23K | 0.17% | 145 |
|
|
2016
Q4 | $236K | Buy |
+4,234
| New | +$251K | 0.18% | 137 |
|
Other funds holding NGG
