Whipplewood Advisors’s National Grid NGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.14K Sell
69
-286
-81% -$21.3K ﹤0.01% 693
2025
Q1
$262 Sell
355
-77
-18% -$57 ﹤0.01% 1178
2024
Q4
$25K Buy
+432
New +$25K 0.01% 407