EWM
Evercore Wealth Management’s Graco GGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Hold |
2,888
| – | – | ﹤0.01% | 363 |
|
|
2025
Q1 | $241K | Hold |
2,888
| – | – | ﹤0.01% | 362 |
|
|
2024
Q4 | $243K | Hold |
2,888
| – | – | ﹤0.01% | 372 |
|
|
2024
Q3 | $253K | Sell |
2,888
-18
| -0.6% | -$1.58K | ﹤0.01% | 366 |
|
|
2024
Q2 | $230K | Sell |
2,906
-194
| -6% | -$15.4K | ﹤0.01% | 375 |
|
|
2024
Q1 | $290K | Sell |
3,100
-388
| -11% | -$36.3K | ﹤0.01% | 347 |
|
|
2023
Q4 | $303K | Hold |
3,488
| – | – | 0.01% | 346 |
|
|
2023
Q3 | $254K | Sell |
3,488
-22
| -0.6% | -$1.6K | ﹤0.01% | 347 |
|
|
2023
Q2 | $303K | Hold |
3,510
| – | – | 0.01% | 328 |
|
|
2023
Q1 | $256K | Sell |
3,510
-12
| -0.3% | -$876 | 0.01% | 351 |
|
|
2022
Q4 | $237K | Hold |
3,522
| – | – | 0.01% | 358 |
|
|
2022
Q3 | $211K | Sell |
3,522
-236
| -6% | -$14.1K | ﹤0.01% | 363 |
|
|
2022
Q2 | $223K | Hold |
3,758
| – | – | ﹤0.01% | 364 |
|
|
2022
Q1 | $262K | Sell |
3,758
-128
| -3% | -$8.92K | ﹤0.01% | 377 |
|
|
2021
Q4 | $313K | Hold |
3,886
| – | – | 0.01% | 349 |
|
|
2021
Q3 | $272K | Sell |
3,886
-116
| -3% | -$8.12K | ﹤0.01% | 378 |
|
|
2021
Q2 | $303K | Sell |
4,002
-24
| -0.6% | -$1.82K | 0.01% | 363 |
|
|
2021
Q1 | $289K | Sell |
4,026
-151
| -4% | -$10.8K | 0.01% | 371 |
|
|
2020
Q4 | $302K | Buy |
4,177
+24
| +0.6% | +$1.74K | 0.01% | 356 |
|
|
2020
Q3 | $255K | Sell |
4,153
-720
| -15% | -$44.2K | 0.01% | 330 |
|
|
2020
Q2 | $234K | Buy |
4,873
+39
| +0.8% | +$1.87K | 0.01% | 337 |
|
|
2020
Q1 | $235K | Buy |
4,834
+144
| +3% | +$7K | 0.01% | 322 |
|
|
2019
Q4 | $243K | Buy |
4,690
+17
| +0.4% | +$881 | 0.01% | 361 |
|
|
2019
Q3 | $216K | Sell |
4,673
-48,107
| -91% | -$2.22M | 0.01% | 377 |
|
|
2019
Q2 | $2.65M | Hold |
52,780
| – | – | 0.08% | 130 |
|
|
2019
Q1 | $2.61M | Buy |
52,780
+69
| +0.1% | +$3.42K | 0.08% | 125 |
|
|
2018
Q4 | $2.21M | Sell |
52,711
-1,167
| -2% | -$48.8K | 0.08% | 126 |
|
|
2018
Q3 | $2.5M | Sell |
53,878
-215
| -0.4% | -$9.96K | 0.08% | 129 |
|
|
2018
Q2 | $2.45M | Buy |
54,093
+2,019
| +4% | +$91.3K | 0.08% | 121 |
|
|
2018
Q1 | $2.38M | Hold |
52,074
| – | – | 0.09% | 119 |
|
|
2017
Q4 | $2.36M | Buy |
52,074
+33,916
| +187% | +$1.53M | 0.09% | 125 |
|
|
2017
Q3 | $2.25M | Hold |
18,158
| – | – | 0.09% | 125 |
|
|
2017
Q2 | $1.98M | Hold |
18,158
| – | – | 0.08% | 135 |
|
|
2017
Q1 | $1.71M | Buy |
18,158
+16,162
| +810% | +$1.52M | 0.07% | 144 |
|
|
2016
Q4 | $166K | Sell |
1,996
-121
| -6% | -$10.1K | 0.01% | 409 |
|
|
2016
Q3 | $156K | Buy |
2,117
+169
| +9% | +$12.5K | 0.01% | 423 |
|
|
2016
Q2 | $154K | Hold |
1,948
| – | – | 0.01% | 404 |
|
|
2016
Q1 | $164K | Sell |
1,948
-1,279
| -40% | -$108K | 0.01% | 390 |
|
|
2015
Q4 | $232K | Sell |
3,227
-155
| -5% | -$11.1K | 0.01% | 346 |
|
|
2015
Q3 | $227K | Hold |
3,382
| – | – | 0.01% | 362 |
|
|
2015
Q2 | $239K | Sell |
3,382
-1,218
| -26% | -$86.1K | 0.01% | 392 |
|
|
2015
Q1 | $331K | Buy |
4,600
+234
| +5% | +$16.8K | 0.02% | 334 |
|
|
2014
Q4 | $349K | Sell |
4,366
-535
| -11% | -$42.8K | 0.02% | 294 |
|
|
2014
Q3 | $359K | Buy |
4,901
+814
| +20% | +$59.6K | 0.02% | 311 |
|
|
2014
Q2 | $319K | Sell |
4,087
-250
| -6% | -$19.5K | 0.02% | 334 |
|
|
2014
Q1 | $322K | Buy |
4,337
+247
| +6% | +$18.3K | 0.02% | 314 |
|
|
2013
Q4 | $319K | Buy |
4,090
+119
| +3% | +$9.28K | 0.02% | 317 |
|
|
2013
Q3 | $294K | Hold |
3,971
| – | – | 0.02% | 351 |
|
|
2013
Q2 | $252K | Buy |
+3,971
| New | +$252K | 0.01% | 372 |
|