Corient Private Wealth’s Graco GGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.61M Buy
30,345
+2,685
+10% +$231K ﹤0.01% 1000
2025
Q1
$2.31M Buy
27,660
+2,010
+8% +$168K ﹤0.01% 922
2024
Q4
$2.16M Sell
25,650
-84
-0.3% -$7.08K ﹤0.01% 969
2024
Q3
$2.25M Sell
25,734
-100
-0.4% -$8.75K ﹤0.01% 1021
2024
Q2
$2.05M Sell
25,834
-6,996
-21% -$555K ﹤0.01% 1003
2024
Q1
$3.07M Buy
32,830
+309
+1% +$28.9K 0.01% 846
2023
Q4
$2.82M Buy
32,521
+16,766
+106% +$1.45M 0.01% 863
2023
Q3
$1.15M Buy
15,755
+6,423
+69% +$468K ﹤0.01% 1141
2023
Q2
$806K Sell
9,332
-108
-1% -$9.33K ﹤0.01% 1231
2023
Q1
$689K Buy
+9,440
New +$689K ﹤0.01% 1232