Montag & Associates’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Sell |
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|
2025
Q1 | $90.1K | Hold |
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|
2024
Q4 | $83K | Sell |
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|
2024
Q3 | $95.7K | Hold |
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|
2024
Q2 | $86.3K | Hold |
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|
2024
Q1 | $93.7K | Hold |
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|
2023
Q4 | $95.1K | Hold |
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|
2023
Q3 | $83.3K | Hold |
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|
2023
Q2 | $95.7K | Hold |
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|
2023
Q1 | $93.4K | Hold |
|
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|
2022
Q4 | $84.3K | Sell |
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|
2022
Q3 | $71K | Hold |
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|
2022
Q2 | $92K | Sell |
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|
2022
Q1 | $106K | Hold |
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|
2021
Q4 | $99K | Sell |
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|
2021
Q3 | $82K | Hold |
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|
2021
Q2 | $88K | Hold |
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|
2021
Q1 | $81K | Buy |
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|
2020
Q4 | $80K | Buy |
|