Mitchell & Pahl Private Wealth’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 | $893K | Buy |
12,002
+179
| +2% | +$13.3K | 0.39% | 89 |
|
|
2025
Q1 | $754K | Sell |
11,823
-253
| -2% | -$16.1K | 0.35% | 100 |
|
|
2024
Q4 | $697K | Buy |
12,076
+700
| +6% | +$40.4K | 0.33% | 105 |
|
|
2024
Q3 | $758K | Buy |
11,376
+1,045
| +10% | +$69.6K | 0.35% | 104 |
|
|
2024
Q2 | $561K | Buy |
10,331
+104
| +1% | +$5.65K | 0.3% | 115 |
|
|
2024
Q1 | $667K | Buy |
10,227
+718
| +8% | +$46.8K | 0.35% | 107 |
|
|
2023
Q4 | $618K | Buy |
9,509
+122
| +1% | +$7.93K | 0.35% | 108 |
|
|
2023
Q3 | $544K | Buy |
9,387
+1,497
| +19% | +$86.8K | 0.32% | 108 |
|
|
2023
Q2 | $508K | Buy |
7,890
+697
| +10% | +$44.9K | 0.31% | 113 |
|
|
2023
Q1 | $467K | Buy |
7,193
+207
| +3% | +$13.5K | 0.29% | 114 |
|
|
2022
Q4 | $403K | Buy |
6,986
+1,247
| +22% | +$71.9K | 0.26% | 119 |
|
|
2022
Q3 | $278K | Buy |
5,739
+795
| +16% | +$38.5K | 0.21% | 134 |
|
|
2022
Q2 | $301K | Buy |
4,944
+738
| +18% | +$44.9K | 0.21% | 133 |
|
|
2022
Q1 | $295K | Buy |
4,206
+1,089
| +35% | +$76.4K | 0.19% | 139 |
|
|
2021
Q4 | $206K | Buy |
+3,117
| New | +$206K | 0.13% | 160 |
|