Cedar Wealth Management’s Grocery Outlet GO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-20,370
| Closed | -$285K | – | 233 |
|
2025
Q1 | $285K | Hold |
20,370
| – | – | 0.1% | 67 |
|
2024
Q4 | $318K | Buy |
20,370
+765
| +4% | +$11.9K | 0.12% | 58 |
|
2024
Q3 | $344K | Sell |
19,605
-3,509
| -15% | -$61.6K | 0.11% | 79 |
|
2024
Q2 | $511K | Hold |
23,114
| – | – | 0.17% | 72 |
|
2024
Q1 | $665K | Sell |
23,114
-61
| -0.3% | -$1.76K | 0.22% | 58 |
|
2023
Q4 | $625K | Buy |
23,175
+273
| +1% | +$7.36K | 0.23% | 54 |
|
2023
Q3 | $661K | Sell |
22,902
-2,546
| -10% | -$73.5K | 0.26% | 54 |
|
2023
Q2 | $779K | Hold |
25,448
| – | – | 0.3% | 46 |
|
2023
Q1 | $719K | Buy |
25,448
+2,315
| +10% | +$65.4K | 0.29% | 48 |
|
2022
Q4 | $675K | Buy |
23,133
+4,629
| +25% | +$135K | 0.33% | 45 |
|
2022
Q3 | $616K | Buy |
18,504
+3,701
| +25% | +$123K | 0.31% | 56 |
|
2022
Q2 | $631K | Sell |
14,803
-8,703
| -37% | -$371K | 0.29% | 53 |
|
2022
Q1 | $771K | Buy |
+23,506
| New | +$771K | 0.31% | 52 |
|