Carson Wealth (CWM LLC)’s Graco GGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
16,548
+13,640
| +469% | +$1.17M | 0.01% | 1081 |
|
|
2025
Q1 | $243K | Buy |
2,908
+1,221
| +72% | +$102K | ﹤0.01% | 1794 |
|
|
2024
Q4 | $142K | Buy |
1,687
+236
| +16% | +$19.9K | ﹤0.01% | 2058 |
|
|
2024
Q3 | $127K | Buy |
1,451
+58
| +4% | +$5.08K | ﹤0.01% | 2038 |
|
|
2024
Q2 | $110K | Sell |
1,393
-218
| -14% | -$17.2K | ﹤0.01% | 1907 |
|
|
2024
Q1 | $151K | Buy |
1,611
+220
| +16% | +$20.6K | ﹤0.01% | 1652 |
|
|
2023
Q4 | $121K | Sell |
1,391
-364
| -21% | -$31.7K | ﹤0.01% | 1637 |
|
|
2023
Q3 | $128K | Sell |
1,755
-3
| -0.2% | -$219 | ﹤0.01% | 1503 |
|
|
2023
Q2 | $152K | Buy |
1,758
+311
| +21% | +$26.9K | ﹤0.01% | 1362 |
|
|
2023
Q1 | $106K | Sell |
1,447
-70
| -5% | -$5.13K | ﹤0.01% | 1464 |
|
|
2022
Q4 | $102K | Sell |
1,517
-52
| -3% | -$3.5K | ﹤0.01% | 1370 |
|
|
2022
Q3 | $94K | Buy |
1,569
+407
| +35% | +$24.4K | ﹤0.01% | 1360 |
|
|
2022
Q2 | $69K | Sell |
1,162
-279
| -19% | -$16.6K | ﹤0.01% | 1472 |
|
|
2022
Q1 | $100K | Buy |
1,441
+872
| +153% | +$60.5K | ﹤0.01% | 1324 |
|
|
2021
Q4 | $46K | Buy |
+569
| New | +$46K | ﹤0.01% | 1602 |
|
|
2021
Q2 | $36K | Hold |
477
| – | – | ﹤0.01% | 1535 |
|
|
2021
Q1 | $36K | Hold |
477
| – | – | ﹤0.01% | 1535 |
|
|
2020
Q4 | $36K | Hold |
477
| – | – | ﹤0.01% | 1535 |
|
|
2020
Q3 | $36K | Hold |
477
| – | – | ﹤0.01% | 1535 |
|
|
2020
Q2 | $36K | Hold |
477
| – | – | ﹤0.01% | 1535 |
|
|
2020
Q1 | $36K | Hold |
477
| – | – | ﹤0.01% | 1535 |
|
|
2019
Q4 | $36K | Hold |
477
| – | – | ﹤0.01% | 1535 |
|
|
2019
Q3 | $36K | Hold |
477
| – | – | ﹤0.01% | 1535 |
|
|
2019
Q2 | $36K | Hold |
477
| – | – | ﹤0.01% | 1535 |
|
|
2019
Q1 | $36K | Buy |
477
+465
| +3,875% | +$35.1K | ﹤0.01% | 1535 |
|
|
2018
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1888 |
|
|
2018
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1663 |
|
|
2018
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1519 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1272 |
|
|
2017
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1350 |
|
|
2017
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 1501 |
|
|
2017
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 1230 |
|
|
2017
Q1 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1221 |
|