Clearstead Advisors’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41K | Buy |
477
+294
| +161% | +$25.3K | ﹤0.01% | 1342 |
|
|
2025
Q1 | $15.3K | Sell |
183
-132
| -42% | -$11K | ﹤0.01% | 1486 |
|
|
2024
Q4 | $26.6K | Sell |
315
-1,636
| -84% | -$138K | ﹤0.01% | 1304 |
|
|
2024
Q3 | $171K | Sell |
1,951
-203
| -9% | -$17.8K | ﹤0.01% | 900 |
|
|
2024
Q2 | $171K | Buy |
2,154
+1,734
| +413% | +$137K | ﹤0.01% | 865 |
|
|
2024
Q1 | $34.9K | Sell |
420
-25
| -6% | -$2.08K | ﹤0.01% | 845 |
|
|
2023
Q4 | $38.6K | Sell |
445
-445
| -50% | -$38.6K | ﹤0.01% | 802 |
|
|
2023
Q3 | $64.9K | Buy |
890
+445
| +100% | +$32.4K | ﹤0.01% | 837 |
|
|
2023
Q2 | $38.4K | Hold |
445
| – | – | ﹤0.01% | 779 |
|
|
2023
Q1 | $32.5K | Sell |
445
-43
| -9% | -$3.14K | ﹤0.01% | 755 |
|
|
2022
Q4 | $32.8K | Hold |
488
| – | – | ﹤0.01% | 703 |
|
|
2022
Q3 | $29K | Hold |
488
| – | – | ﹤0.01% | 704 |
|
|
2022
Q2 | $29K | Hold |
488
| – | – | ﹤0.01% | 724 |
|
|
2022
Q1 | $34K | Sell |
488
-1,600
| -77% | -$111K | ﹤0.01% | 753 |
|
|
2021
Q4 | $168K | Buy |
2,088
+2,045
| +4,756% | +$165K | 0.01% | 424 |
|
|
2021
Q3 | $3K | Sell |
43
-51
| -54% | -$3.56K | ﹤0.01% | 1081 |
|
|
2021
Q2 | $7K | Buy |
+94
| New | +$7K | ﹤0.01% | 837 |
|