Envestnet Asset Management’s Graham Corp GHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Buy |
12,534
+6
| +0% | +$297 | ﹤0.01% | 3545 |
|
|
2025
Q1 | $361K | Buy |
12,528
+3,905
| +45% | +$113K | ﹤0.01% | 3818 |
|
|
2024
Q4 | $383K | Sell |
8,623
-361
| -4% | -$16.1K | ﹤0.01% | 3749 |
|
|
2024
Q3 | $266K | Buy |
+8,984
| New | +$266K | ﹤0.01% | 3885 |
|
|
2024
Q2 | – | Sell |
-9,912
| Closed | -$270K | – | 4219 |
|
|
2024
Q1 | $270K | Buy |
+9,912
| New | +$270K | ﹤0.01% | 3777 |
|
|
2018
Q3 | – | Sell |
-1,537
| Closed | -$40K | – | 1773 |
|
|
2018
Q2 | $40K | Hold |
1,537
| – | – | ﹤0.01% | 2268 |
|
|
2018
Q1 | $33K | Hold |
1,537
| – | – | ﹤0.01% | 2258 |
|
|
2017
Q4 | $32K | Hold |
1,537
| – | – | ﹤0.01% | 2432 |
|
|
2017
Q3 | $32K | Hold |
1,537
| – | – | ﹤0.01% | 2407 |
|
|
2017
Q2 | $30K | Hold |
1,537
| – | – | ﹤0.01% | 2507 |
|
|
2017
Q1 | $35K | Hold |
1,537
| – | – | ﹤0.01% | 2535 |
|
|
2016
Q4 | $34K | Hold |
1,537
| – | – | ﹤0.01% | 2540 |
|
|
2016
Q3 | $29K | Sell |
1,537
-24
| -2% | -$453 | ﹤0.01% | 2743 |
|
|
2016
Q2 | $29K | Buy |
1,561
+24
| +2% | +$446 | ﹤0.01% | 2892 |
|
|
2016
Q1 | $31K | Sell |
1,537
-484
| -24% | -$9.76K | ﹤0.01% | 2867 |
|
|
2015
Q4 | $34K | Sell |
2,021
-316
| -14% | -$5.32K | ﹤0.01% | 2778 |
|
|
2015
Q3 | $41K | Buy |
+2,337
| New | +$41K | ﹤0.01% | 2736 |
|