EP Wealth 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 | $578K | Buy |
6,727
+1,761
| +35% | +$151K | ﹤0.01% | 731 |
|
|
2025
Q1 | $415K | Sell |
4,966
-664
| -12% | -$55.4K | ﹤0.01% | 775 |
|
|
2024
Q4 | $475K | Buy |
5,630
+1,320
| +31% | +$111K | ﹤0.01% | 709 |
|
|
2024
Q3 | $377K | Sell |
4,310
-416
| -9% | -$36.4K | ﹤0.01% | 778 |
|
|
2024
Q2 | $375K | Sell |
4,726
-4
| -0.1% | -$317 | ﹤0.01% | 598 |
|
|
2024
Q1 | $442K | Sell |
4,730
-616
| -12% | -$57.6K | 0.01% | 541 |
|
|
2023
Q4 | $464K | Buy |
5,346
+101
| +2% | +$8.76K | 0.01% | 505 |
|
|
2023
Q3 | $382K | Sell |
5,245
-34,255
| -87% | -$2.5M | 0.01% | 511 |
|
|
2023
Q2 | $453K | Buy |
+39,500
| New | +$453K | 0.01% | 486 |
|