Meridian 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	$406K	Sell	4,804 -99	-2%	-$8.53K	0.01%	565
2025 Q4	$379K	Buy	4,903 +117	+2%	+$8.8K	0.01%	561
2025 Q3	$343K	Sell	4,786 -608	-11%	-$42.6K	0.01%	557
2025 Q2	$396K	Sell	5,394 -172	-3%	-$11.8K	0.02%	503
2025 Q1	$350K	Sell	5,566 -325	-6%	-$19.1K	0.02%	488
2024 Q4	$335K	Sell	5,891 -14	-0.2%	-$842	0.02%	504
2024 Q3	$388K	Buy	+5,905	New	+$362K	0.02%	470
2024 Q2	–	Sell	-5,825	Closed	-$374K	–	461
2024 Q1	$374K	Buy	5,825 +348	+6%	+$22K	0.06%	157
2023 Q4	$351K	Sell	5,477 -5,812	-51%	-$347K	0.02%	460
2023 Q3	$645K	Buy	11,289 +5,093	+82%	+$308K	0.04%	315
2023 Q2	$393K	Sell	6,196 -43	-0.7%	-$2.82K	0.03%	372
2023 Q1	$400K	Buy	6,239 +12	+0.2%	+$719	0.03%	360
2022 Q4	$354K	Sell	6,227 -628	-9%	-$33.6K	0.03%	377
2022 Q3	$327K	Sell	6,855 -6,122	-47%	-$368K	0.04%	355
2022 Q2	$778K	Buy	+12,977	New	+$858K	0.06%	278