M. Kulyk & Associates’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 | $5.74M | Sell |
77,075
-2,005
| -3% | -$149K | 1.25% | 29 |
|
|
2025
Q1 | $5.04M | Buy |
79,080
+494
| +0.6% | +$31.5K | 1.15% | 30 |
|
|
2024
Q4 | $4.54M | Sell |
78,586
-4,260
| -5% | -$246K | 0.98% | 36 |
|
|
2024
Q3 | $5.52M | Sell |
82,846
-550
| -0.7% | -$36.6K | 1.11% | 32 |
|
|
2024
Q2 | $4.53M | Buy |
83,396
+3,195
| +4% | +$173K | 1.05% | 39 |
|
|
2024
Q1 | $5.23M | Sell |
80,201
-55,274
| -41% | -$3.6M | 1.21% | 33 |
|
|
2023
Q4 | $8.8M | Buy |
135,475
+139
| +0.1% | +$9.03K | 2.05% | 13 |
|
|
2023
Q3 | $7.84M | Buy |
135,336
+3,512
| +3% | +$204K | 2.18% | 13 |
|
|
2023
Q2 | $8.48M | Sell |
131,824
-6,209
| -4% | -$400K | 2.37% | 11 |
|
|
2023
Q1 | $8.97M | Buy |
138,033
+3,521
| +3% | +$229K | 2.72% | 7 |
|
|
2022
Q4 | $7.76M | Buy |
134,512
+577
| +0.4% | +$33.3K | 2.59% | 8 |
|
|
2022
Q3 | $6.49M | Sell |
133,935
-13,685
| -9% | -$663K | 2.26% | 9 |
|
|
2022
Q2 | $8.98M | Buy |
147,620
+25,090
| +20% | +$1.53M | 2.79% | 5 |
|
|
2022
Q1 | $8.59M | Buy |
122,530
+13,348
| +12% | +$936K | 2.35% | 7 |
|
|
2021
Q4 | $7.21M | Buy |
109,182
+7,810
| +8% | +$515K | 1.86% | 15 |
|
|
2021
Q3 | $5.42M | Buy |
101,372
+4,853
| +5% | +$260K | 1.74% | 15 |
|
|
2021
Q2 | $5.54M | Buy |
96,519
+8,465
| +10% | +$486K | 2% | 14 |
|
|
2021
Q1 | $4.68M | Buy |
88,054
+28,475
| +48% | +$1.51M | 1.75% | 15 |
|
|
2020
Q4 | $3.16M | Buy |
+59,579
| New | +$3.16M | 1.75% | 27 |
|