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 |
|