M. Kulyk & Associates’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 | $7.71M | Buy |
91,129
+4,061
| +5% | +$350K | 1.44% | 26 |
|
|
2025
Q4 | $6.73M | Buy |
87,068
+8,846
| +11% | +$665K | 1.29% | 30 |
|
|
2025
Q3 | $5.6M | Buy |
78,222
+41
| +0.1% | +$2.88K | 1.14% | 33 |
|
|
2025
Q2 | $5.74M | Sell |
78,181
-2,034
| -3% | -$140K | 1.25% | 29 |
|
|
2025
Q1 | $5.04M | Buy |
80,215
+501
| +0.6% | +$29.4K | 1.15% | 30 |
|
|
2024
Q4 | $4.54M | Sell |
79,714
-4,321
| -5% | -$260K | 0.98% | 36 |
|
|
2024
Q3 | $5.52M | Sell |
84,035
-558
| -0.7% | -$34.2K | 1.11% | 32 |
|
|
2024
Q2 | $4.53M | Buy |
84,593
+3,241
| +4% | +$195K | 1.05% | 39 |
|
|
2024
Q1 | $5.23M | Sell |
81,352
-56,068
| -41% | -$3.55M | 1.21% | 33 |
|
|
2023
Q4 | $8.8M | Buy |
137,420
+141
| +0.1% | +$8.42K | 2.05% | 13 |
|
|
2023
Q3 | $7.84M | Buy |
137,279
+3,563
| +3% | +$215K | 2.18% | 13 |
|
|
2023
Q2 | $8.48M | Sell |
133,716
-6,298
| -4% | -$413K | 2.37% | 11 |
|
|
2023
Q1 | $8.97M | Buy |
140,014
+3,571
| +3% | +$214K | 2.72% | 7 |
|
|
2022
Q4 | $7.76M | Buy |
136,443
+585
| +0.4% | +$31.3K | 2.59% | 8 |
|
|
2022
Q3 | $6.49M | Sell |
135,858
-13,882
| -9% | -$835K | 2.26% | 9 |
|
|
2022
Q2 | $8.98M | Buy |
149,740
+25,451
| +20% | +$1.68M | 2.79% | 5 |
|
|
2022
Q1 | $8.59M | Buy |
124,289
+13,540
| +12% | +$897K | 2.35% | 7 |
|
|
2021
Q4 | $7.21M | Buy |
110,749
+7,922
| +8% | +$465K | 1.86% | 15 |
|
|
2021
Q3 | $5.42M | Buy |
102,827
+4,922
| +5% | +$282K | 1.74% | 15 |
|
|
2021
Q2 | $5.54M | Buy |
97,905
+8,587
| +10% | +$488K | 2% | 14 |
|
|
2021
Q1 | $4.68M | Buy |
89,318
+28,883
| +48% | +$1.51M | 1.75% | 15 |
|
|
2020
Q4 | $3.15M | Buy |
+60,435
| New | +$3.21M | 1.75% | 27 |
|