Concord Wealth Partners’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92K | Buy |
34
+8
| +31% | +$688 | ﹤0.01% | 690 |
|
|
2025
Q1 | $2.17K | Sell |
26
-2
| -7% | -$167 | ﹤0.01% | 668 |
|
|
2024
Q4 | $2.36K | Hold |
28
| – | – | ﹤0.01% | 693 |
|
|
2024
Q3 | $2.45K | Buy |
28
+2
| +8% | +$175 | ﹤0.01% | 723 |
|
|
2024
Q2 | $2.06K | Hold |
26
| – | – | ﹤0.01% | 665 |
|
|
2024
Q1 | $2.43K | Hold |
26
| – | – | ﹤0.01% | 731 |
|
|
2023
Q4 | $2.26K | Sell |
26
-17
| -40% | -$1.48K | ﹤0.01% | 702 |
|
|
2023
Q3 | $3.13K | Hold |
43
| – | – | ﹤0.01% | 795 |
|
|
2023
Q2 | $3.71K | Hold |
43
| – | – | ﹤0.01% | 765 |
|
|
2023
Q1 | $3.14K | Hold |
43
| – | – | ﹤0.01% | 746 |
|
|
2022
Q4 | $2.89K | Buy |
+43
| New | +$2.89K | ﹤0.01% | 871 |
|
|
2022
Q3 | – | Sell |
-74
| Closed | -$4K | – | 532 |
|
|
2022
Q2 | $4K | Hold |
74
| – | – | ﹤0.01% | 868 |
|
|
2022
Q1 | $5K | Buy |
74
+31
| +72% | +$2.1K | ﹤0.01% | 904 |
|
|
2021
Q4 | $3K | Hold |
43
| – | – | ﹤0.01% | 1051 |
|
|
2021
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 683 |
|
|
2021
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 814 |
|
|
2021
Q1 | $3K | Buy |
43
+17
| +65% | +$1.19K | ﹤0.01% | 755 |
|
|
2020
Q4 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 529 |
|