Waverly Advisors’s National Grid NGG Stock Holding History

Waverly Advisors’s Portfolio NGG Stock Details NGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$260K	Buy
2015 Q4	–	Sell
2015 Q3	$15K	Hold
2015 Q2	$14K	Hold
2015 Q1	$14K	Hold
2014 Q4	$15K	Hold
2014 Q3	$16K	Buy
2014 Q2	$16K	Hold
2014 Q1	$14K	Sell
2013 Q4	$85K	Hold
2013 Q3	$77K	Buy