Meridian Wealth Management’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
$396K Sell
5,318
-169
-3% -$12.6K 0.02% 503
2025
Q1
$350K Sell
5,487
-321
-6% -$20.5K 0.02% 488
2024
Q4
$335K Sell
5,808
-14
-0.2% -$808 0.02% 504
2024
Q3
$388K Buy
+5,822
New +$388K 0.02% 470
2024
Q2
Sell
-5,742
Closed -$374K 460
2024
Q1
$374K Buy
5,742
+343
+6% +$22.4K 0.06% 157
2023
Q4
$351K Sell
5,399
-5,730
-51% -$372K 0.02% 460
2023
Q3
$645K Buy
11,129
+5,020
+82% +$291K 0.04% 315
2023
Q2
$393K Sell
6,109
-41
-0.7% -$2.64K 0.03% 372
2023
Q1
$400K Buy
6,150
+11
+0.2% +$715 0.03% 360
2022
Q4
$354K Sell
6,139
-619
-9% -$35.7K 0.03% 377
2022
Q3
$327K Sell
6,758
-6,036
-47% -$292K 0.04% 355
2022
Q2
$778K Buy
+12,794
New +$778K 0.06% 278