EverSource 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 | $152K | Buy |
1,765
+870
| +97% | +$74.8K | 0.01% | 988 |
|
2025
Q1 | $74.7K | Buy |
895
+35
| +4% | +$2.92K | ﹤0.01% | 1032 |
|
2024
Q4 | $72.5K | Buy |
860
+50
| +6% | +$4.21K | ﹤0.01% | 1032 |
|
2024
Q3 | $70.9K | Sell |
810
-821
| -50% | -$71.8K | ﹤0.01% | 916 |
|
2024
Q2 | $139K | Sell |
1,631
-7
| -0.4% | -$595 | 0.01% | 686 |
|
2024
Q1 | $131K | Buy |
1,638
+45
| +3% | +$3.61K | 0.01% | 619 |
|
2023
Q4 | $138K | Buy |
1,593
+15
| +1% | +$1.3K | 0.01% | 530 |
|
2023
Q3 | $115K | Buy |
1,578
+7
| +0.4% | +$510 | 0.01% | 521 |
|
2023
Q2 | $136K | Buy |
1,571
+176
| +13% | +$15.2K | 0.02% | 480 |
|
2023
Q1 | $102K | Buy |
1,395
+27
| +2% | +$1.97K | 0.01% | 544 |
|
2022
Q4 | $92K | Buy |
1,368
+8
| +0.6% | +$538 | 0.01% | 537 |
|
2022
Q3 | $82K | Buy |
1,360
+1,274
| +1,481% | +$76.8K | 0.02% | 489 |
|
2022
Q2 | $5K | Sell |
86
-87
| -50% | -$5.06K | ﹤0.01% | 1261 |
|
2022
Q1 | $12K | Buy |
173
+86
| +99% | +$5.97K | ﹤0.01% | 905 |
|
2021
Q4 | $7K | Buy |
+87
| New | +$7K | ﹤0.01% | 1104 |
|