Laird Norton Wetherby 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $850K | Sell |
11,870
-874
| -7% | -$61.3K | 0.03% | 423 |
|
|
2025
Q2 | $935K | Buy |
+12,744
| New | +$876K | 0.04% | 382 |
|
|
2024
Q4 | $662K | Sell |
11,624
-3,299
| -22% | -$198K | 0.03% | 443 |
|
|
2024
Q3 | $980K | Buy |
14,923
+2,004
| +16% | +$123K | 0.04% | 368 |
|
|
2024
Q2 | $691K | Sell |
12,919
-5,566
| -30% | -$336K | 0.03% | 445 |
|
|
2024
Q1 | $1.19M | Sell |
18,485
-735
| -4% | -$46.5K | 0.06% | 328 |
|
|
2023
Q4 | $1.23M | Sell |
19,220
-239
| -1% | -$14.3K | 0.06% | 305 |
|
|
2023
Q3 | $1.11M | Sell |
19,459
-1,941
| -9% | -$117K | 0.06% | 311 |
|
|
2023
Q2 | $1.36M | Buy |
21,400
+419
| +2% | +$27.5K | 0.07% | 275 |
|
|
2023
Q1 | $1.34M | Buy |
20,981
+2,583
| +14% | +$155K | 0.08% | 268 |
|
|
2022
Q4 | $1.05M | Sell |
18,398
-3,958
| -18% | -$212K | 0.07% | 314 |
|
|
2022
Q3 | $1.07M | Buy |
22,356
+4,058
| +22% | +$244K | 0.08% | 275 |
|
|
2022
Q2 | $1.1M | Buy |
18,298
+634
| +4% | +$41.9K | 0.08% | 273 |
|
|
2022
Q1 | $1.22M | Buy |
17,664
+532
| +3% | +$35.3K | 0.07% | 269 |
|
|
2021
Q4 | $1.11M | Buy |
17,132
+811
| +5% | +$47.6K | 0.06% | 295 |
|
|
2021
Q3 | $861K | Buy |
16,321
+220
| +1% | +$12.6K | 0.05% | 339 |
|
|
2021
Q2 | $910K | Buy |
16,101
+390
| +2% | +$22.2K | 0.06% | 332 |
|
|
2021
Q1 | $823K | Sell |
15,711
-919
| -6% | -$47.9K | 0.06% | 306 |
|
|
2020
Q4 | $868K | Sell |
16,630
-246
| -1% | -$13K | 0.06% | 305 |
|
|
2020
Q3 | $862K | Sell |
16,876
-646
| -4% | -$32.4K | 0.08% | 249 |
|
|
2020
Q2 | $941K | Sell |
17,522
-2,901
| -14% | -$147K | 0.09% | 222 |
|
|
2020
Q1 | $1.05M | Buy |
20,423
+4,486
| +28% | +$248K | 0.12% | 179 |
|
|
2019
Q4 | $884K | Buy |
15,937
+1,805
| +13% | +$92.8K | 0.09% | 238 |
|
|
2019
Q3 | $676K | Buy |
14,132
+2,174
| +18% | +$101K | 0.07% | 311 |
|
|
2019
Q2 | $562K | Sell |
11,958
-1,244
| -9% | -$58.4K | 0.06% | 355 |
|
|
2019
Q1 | $652K | Buy |
13,202
+637
| +5% | +$30.8K | 0.08% | 286 |
|
|
2018
Q4 | $533K | Buy |
12,565
+2,221
| +21% | +$104K | 0.08% | 304 |
|
|
2018
Q3 | $474K | Sell |
10,344
-3,391
| -25% | -$161K | 0.06% | 379 |
|
|
2018
Q2 | $679K | Buy |
13,735
+2,298
| +20% | +$116K | 0.09% | 267 |
|
|
2018
Q1 | $571K | Buy |
11,437
+134
| +1% | +$6.54K | 0.08% | 308 |
|
|
2017
Q4 | $588K | Sell |
11,303
-1,865
| -14% | -$99.5K | 0.08% | 309 |
|
|
2017
Q3 | $730K | Buy |
13,168
+390
| +3% | +$21.8K | 0.11% | 225 |
|
|
2017
Q2 | $710K | Sell |
12,778
-191
| -1% | -$11.7K | 0.12% | 214 |
|
|
2017
Q1 | $794K | Buy |
12,969
+1,648
| +15% | +$95.1K | 0.14% | 178 |
|
|
2016
Q4 | $637K | Sell |
11,321
-2,898
| -20% | -$172K | 0.12% | 210 |
|
|
2016
Q3 | $975K | Buy |
14,219
+1,190
| +9% | +$82.3K | 0.2% | 117 |
|
|
2016
Q2 | $935K | Buy |
13,029
+575
| +5% | +$39.8K | 0.21% | 107 |
|
|
2016
Q1 | $859K | Sell |
12,454
-731
| -6% | -$48.8K | 0.2% | 109 |
|
|
2015
Q4 | $885K | Buy |
13,185
+83
| +0.6% | +$5.62K | 0.21% | 107 |
|
|
2015
Q3 | $880K | Buy |
13,102
+2,222
| +20% | +$142K | 0.23% | 98 |
|
|
2015
Q2 | $678K | Buy |
10,880
+172
| +2% | +$11.3K | 0.16% | 144 |
|
|
2015
Q1 | $667K | Sell |
10,708
-510
| -5% | -$33.6K | 0.16% | 142 |
|
|
2014
Q4 | $765K | Buy |
11,218
+608
| +6% | +$42.3K | 0.19% | 114 |
|
|
2014
Q3 | $736K | Buy |
10,610
+937
| +10% | +$66.6K | 0.21% | 114 |
|
|
2014
Q2 | $694K | Sell |
9,673
-224
| -2% | -$15.5K | 0.2% | 125 |
|
|
2014
Q1 | $656K | Buy |
9,897
+550
| +6% | +$35.4K | 0.19% | 135 |
|
|
2013
Q4 | $589K | Sell |
9,347
-102
| -1% | -$6.12K | 0.17% | 150 |
|
|
2013
Q3 | $539K | Buy |
9,449
+796
| +9% | +$44.9K | 0.17% | 150 |
|
|
2013
Q2 | $473K | Buy |
+8,653
| New | +$505K | 0.16% | 142 |
|
Other funds holding NGG
SI