Dougherty Wealth Advisers’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.4K | Hold |
842
| – | – | 0.05% | 72 |
|
|
2025
Q1 | $70.3K | Hold |
842
| – | – | 0.05% | 67 |
|
|
2024
Q4 | $71K | Hold |
842
| – | – | 0.06% | 68 |
|
|
2024
Q3 | $73.7K | Sell |
842
-35
| -4% | -$3.06K | 0.06% | 67 |
|
|
2024
Q2 | $69.5K | Hold |
877
| – | – | 0.06% | 66 |
|
|
2024
Q1 | $82K | Hold |
877
| – | – | 0.07% | 65 |
|
|
2023
Q4 | $76.1K | Hold |
877
| – | – | 0.07% | 72 |
|
|
2023
Q3 | $63.9K | Hold |
877
| – | – | 0.07% | 70 |
|
|
2023
Q2 | $75.7K | Hold |
877
| – | – | 0.1% | 68 |
|
|
2023
Q1 | $64K | Hold |
877
| – | – | 0.1% | 75 |
|
|
2022
Q4 | $59K | Hold |
877
| – | – | 0.1% | 79 |
|
|
2022
Q3 | $53K | Hold |
877
| – | – | 0.1% | 77 |
|
|
2022
Q2 | $52K | Hold |
877
| – | – | 0.1% | 79 |
|
|
2022
Q1 | $61K | Hold |
877
| – | – | 0.09% | 81 |
|
|
2021
Q4 | $71K | Hold |
877
| – | – | 0.1% | 87 |
|
|
2021
Q3 | $61K | Hold |
877
| – | – | 0.09% | 90 |
|
|
2021
Q2 | $66K | Hold |
877
| – | – | 0.1% | 86 |
|
|
2021
Q1 | $63K | Hold |
877
| – | – | 0.1% | 86 |
|
|
2020
Q4 | $63K | Hold |
877
| – | – | 0.1% | 87 |
|
|
2020
Q3 | $54K | Hold |
877
| – | – | 0.19% | 88 |
|
|
2020
Q2 | $42K | Hold |
877
| – | – | 0.15% | 106 |
|
|
2020
Q1 | $43K | Hold |
877
| – | – | 0.17% | 98 |
|
|
2019
Q4 | $46K | Hold |
877
| – | – | 0.14% | 117 |
|
|
2019
Q3 | $40K | Hold |
877
| – | – | 0.13% | 123 |
|
|
2019
Q2 | $44K | Hold |
877
| – | – | 0.12% | 131 |
|
|
2019
Q1 | $43K | Hold |
877
| – | – | 0.15% | 114 |
|
|
2018
Q4 | $38K | Buy |
+877
| New | +$38K | 0.13% | 126 |
|