Creative Planning’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.08M | Buy |
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|
2025
Q1 | $7.81M | Buy |
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|
2024
Q4 | $6.29M | Sell |
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|
2024
Q3 | $7.14M | Buy |
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|
2024
Q2 | $6.11M | Sell |
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|
2024
Q1 | $8.7M | Buy |
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|
2023
Q4 | $7.96M | Buy |
|
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|
2023
Q3 | $5.66M | Sell |
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|
2023
Q2 | $7.85M | Buy |
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|
2023
Q1 | $5.77M | Buy |
|
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|
2022
Q4 | $5.3M | Buy |
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|
2022
Q3 | $4.71M | Buy |
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|
2022
Q2 | $3.91M | Buy |
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|
2022
Q1 | $3.31M | Sell |
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|
2021
Q4 | $4.15M | Buy |
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|
2021
Q3 | $1.39M | Buy |
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|
2021
Q2 | $1.34M | Sell |
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|
2021
Q1 | $1.32M | Buy |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $511K | Sell |
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|
2020
Q1 | $523K | Sell |
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|
2019
Q4 | $565K | Sell |
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|
2019
Q3 | $503K | Sell |
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|
2019
Q2 | $577K | Sell |
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|
2019
Q1 | $593K | Sell |
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|
2018
Q4 | $521K | Sell |
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|
2018
Q3 | $747K | Buy |
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|
2018
Q2 | $675K | Buy |
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|
2018
Q1 | $663K | Sell |
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|
2017
Q4 | $717K | Buy |
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|
2017
Q3 | $627K | Buy |
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|
2017
Q2 | $491K | Buy |
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|
2017
Q1 | $141K | Buy |
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|
2016
Q4 | $118K | Buy |
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|
2016
Q3 | $105K | Buy |
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|
2016
Q2 | $107K | Buy |
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|
2016
Q1 | $100K | Sell |
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|
2015
Q4 | $90K | Buy |
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|
2015
Q3 | $76K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $76K | Buy |
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|
2014
Q4 | $84K | Buy |
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|
2014
Q3 | $69K | Buy |
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|
2014
Q2 | $69K | Buy |
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|
2014
Q1 | $62K | Buy |
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|
2013
Q4 | $53K | Buy |
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|
2013
Q3 | $49K | Buy |
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