Richard W. Paul & 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
2026 Q1	$22.3K	Sell	263 -122	-32%	-$10.5K	0.01%	198
2025 Q4	$29.8K	Sell	385 -3	-0.8%	-$226	0.01%	185
2025 Q3	$27.8K	Sell	388 -2	-0.5%	-$140	0.01%	191
2025 Q2	$28.6K	Sell	390 -9	-2%	-$618	0.01%	204
2025 Q1	$25.1K	Buy	399 +33	+9%	+$1.94K	0.01%	208
2024 Q4	$20.9K	Sell	366 -4	-1%	-$241	0.01%	254
2024 Q3	$24.3K	Buy	370 +4	+1%	+$245	0.01%	241
2024 Q2	$19.6K	Sell	366 -3	-0.8%	-$181	0.01%	253
2024 Q1	$23.8K	Hold	369	–	–	0.01%	248
2023 Q4	$23.7K	Sell	369 -23	-6%	-$1.37K	0.01%	245
2023 Q3	$22.4K	Sell	392 -14	-3%	-$846	0.01%	242
2023 Q2	$25.8K	Buy	406 +39	+11%	+$2.56K	0.01%	247
2023 Q1	$23.5K	Buy	367 +19	+5%	+$1.14K	0.01%	256
2022 Q4	$19.8K	Buy	+348	New	+$18.6K	0.01%	267