CWS Financial Advisors’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
5,500
+83
| +2% | +$7.14K | 0.14% | 85 |
|
|
2025
Q1 | $452K | Hold |
5,417
| – | – | 0.14% | 81 |
|
|
2024
Q4 | $457K | Hold |
5,417
| – | – | 0.15% | 83 |
|
|
2024
Q3 | $474K | Buy |
5,417
+627
| +13% | +$54.9K | 0.17% | 67 |
|
|
2024
Q2 | $380K | Buy |
4,790
+52
| +1% | +$4.12K | 0.15% | 74 |
|
|
2024
Q1 | $443K | Sell |
4,738
-3,398
| -42% | -$318K | 0.18% | 59 |
|
|
2023
Q4 | $706K | Sell |
8,136
-3,222
| -28% | -$280K | 0.26% | 54 |
|
|
2023
Q3 | $828K | Sell |
11,358
-344
| -3% | -$25.1K | 0.33% | 49 |
|
|
2023
Q2 | $1.01M | Sell |
11,702
-190
| -2% | -$16.4K | 0.38% | 38 |
|
|
2023
Q1 | $868K | Sell |
11,892
-2,008
| -14% | -$147K | 0.35% | 43 |
|
|
2022
Q4 | $996K | Buy |
13,900
+929
| +7% | +$66.6K | 0.43% | 32 |
|
|
2022
Q3 | $778K | Sell |
12,971
-289
| -2% | -$17.3K | 0.37% | 44 |
|
|
2022
Q2 | $788K | Sell |
13,260
-388
| -3% | -$23.1K | 0.36% | 48 |
|
|
2022
Q1 | $952K | Sell |
13,648
-166
| -1% | -$11.6K | 0.36% | 41 |
|
|
2021
Q4 | $1.11M | Buy |
+13,814
| New | +$1.11M | 0.39% | 35 |
|
|
2021
Q2 | $1.03M | Sell |
13,572
-328
| -2% | -$24.8K | 0.41% | 34 |
|
|
2021
Q1 | $996K | Sell |
13,900
-4,695
| -25% | -$336K | 0.43% | 32 |
|
|
2020
Q4 | $1.35M | Sell |
18,595
-24
| -0.1% | -$1.74K | 0.78% | 14 |
|
|
2020
Q3 | $1.14M | Hold |
18,619
| – | – | 0.76% | 16 |
|
|
2020
Q2 | $894K | Buy |
18,619
+5,248
| +39% | +$252K | 0.64% | 23 |
|
|
2020
Q1 | $695K | Hold |
13,371
| – | – | 0.51% | 27 |
|
|
2019
Q4 | $695K | Buy |
+13,371
| New | +$695K | 0.51% | 27 |
|