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Cooper/Haims Advisors’s Graham Corp GHM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,984	Closed	-$201K	–	87
2025 Q1	$201K	Sell	6,984 -1,400	-17%	-$40.3K	0.11%	76
2024 Q4	$373K	Sell	8,384 -1,000	-11%	-$44.5K	0.21%	49
2024 Q3	$278K	Hold	9,384	–	–	0.15%	63
2024 Q2	$264K	Sell	9,384 -5,811	-38%	-$164K	0.15%	67
2024 Q1	$415K	Sell	15,195 -10,000	-40%	-$273K	0.24%	45
2023 Q4	$478K	Hold	25,195	–	–	0.27%	37
2023 Q3	$418K	Hold	25,195	–	–	0.33%	37
2023 Q2	$335K	Hold	25,195	–	–	0.26%	46
2023 Q1	$330K	Sell	25,195 -10,000	-28%	-$131K	0.26%	43
2022 Q4	$339K	Hold	35,195	–	–	0.24%	42
2022 Q3	$309K	Hold	35,195	–	–	0.26%	41
2022 Q2	$244K	Buy	35,195 +6,808	+24%	+$47.2K	0.16%	64
2022 Q1	$219K	Buy	28,387 +5,000	+21%	+$38.6K	0.14%	73
2021 Q4	$291K	Hold	23,387	–	–	0.18%	58
2021 Q3	$290K	Hold	23,387	–	–	0.17%	60
2021 Q2	$322K	Hold	23,387	–	–	0.21%	56
2021 Q1	$333K	Hold	23,387	–	–	0.24%	52
2020 Q4	$355K	Hold	23,387	–	–	0.27%	39
2020 Q3	$299K	Hold	23,387	–	–	0.25%	43
2020 Q2	$298K	Buy	23,387 +3,261	+16%	+$41.6K	0.24%	39
2020 Q1	$260K	Hold	20,126	–	–	0.23%	37
2019 Q4	$440K	Hold	20,126	–	–	0.24%	28
2019 Q3	$400K	Buy	20,126 +2,149	+12%	+$42.7K	0.24%	27
2019 Q2	$363K	Hold	17,977	–	–	0.23%	30
2019 Q1	$353K	Hold	17,977	–	–	0.22%	37
2018 Q4	$411K	Hold	17,977	–	–	0.28%	24
2018 Q3	$506K	Hold	17,977	–	–	0.35%	22
2018 Q2	$464K	Hold	17,977	–	–	0.34%	23
2018 Q1	$385K	Hold	17,977	–	–	0.34%	26
2017 Q4	$376K	Buy	+17,977	New	+$376K	0.35%	26