Venturi Wealth Management’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
Q4
$432K Buy
2025
Q3
Sell
2025
Q2
$568K Buy
2025
Q1
$477K Sell
2024
Q4
$448K Sell
2024
Q3
$567K Buy
2024
Q2
$444K Buy
2024
Q1
$527K Buy
2017
Q3
Sell
2017
Q2
$2.23M Buy
2017
Q1
$2.47M Buy
2016
Q4
$1.94M Buy
2016
Q3
$2.16M Buy
2016
Q2
$2.22M Buy
2016
Q1
$2.13M Buy
2015
Q4
$1.73M Buy