Curated 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 | $448K | Hold |
5,206
| – | – | 0.05% | 101 |
|
|
2025
Q1 | $435K | Hold |
5,206
| – | – | 0.06% | 98 |
|
|
2024
Q4 | $439K | Hold |
5,206
| – | – | 0.05% | 96 |
|
|
2024
Q3 | $456K | Hold |
5,206
| – | – | 0.06% | 88 |
|
|
2024
Q2 | $413K | Buy |
+5,206
| New | +$413K | 0.06% | 89 |
|
|
2024
Q1 | – | Sell |
-6,826
| Closed | -$592K | – | 56 |
|
|
2023
Q4 | $592K | Sell |
6,826
-212
| -3% | -$18.4K | 0.1% | 82 |
|
|
2023
Q3 | $513K | Hold |
7,038
| – | – | 0.09% | 74 |
|
|
2023
Q2 | $608K | Hold |
7,038
| – | – | 0.12% | 65 |
|
|
2023
Q1 | $514K | Hold |
7,038
| – | – | 0.12% | 68 |
|
|
2022
Q4 | $473K | Hold |
7,038
| – | – | 0.11% | 68 |
|
|
2022
Q3 | $422K | Sell |
7,038
-233
| -3% | -$14K | 0.12% | 68 |
|
|
2022
Q2 | $432K | Sell |
7,271
-569
| -7% | -$33.8K | 0.13% | 77 |
|
|
2022
Q1 | $633K | Hold |
7,840
| – | – | 0.21% | 62 |
|
|
2021
Q4 | $633K | Hold |
7,840
| – | – | 0.2% | 64 |
|
|
2021
Q3 | $549K | Hold |
7,840
| – | – | 0.31% | 67 |
|
|
2021
Q2 | $593K | Hold |
7,840
| – | – | 0.32% | 60 |
|
|
2021
Q1 | $562K | Buy |
7,840
+557
| +8% | +$39.9K | 0.35% | 57 |
|
|
2020
Q4 | $527K | Buy |
+7,283
| New | +$527K | 0.34% | 55 |
|