Institute for Wealth Management’s Graco GGG Stock Holding History

Institute for Wealth Management’s Portfolio GGG Stock Details GGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$418K	Hold
2025 Q1	$406K	Hold
2024 Q4	$410K	Buy
2024 Q3	$415K	Buy
2024 Q2	$220K	Buy