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
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