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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$418K Hold
4,860
– – 0.05% 350
2025
Q1 		$406K Hold
4,860
– – 0.05% 340
2024
Q4 		$410K Buy
4,860
+119
+3% +$10K 0.05% 329
2024
Q3 		$415K Buy
4,741
+1,962
+71% +$172K 0.05% 338
2024
Q2 		$220K Buy
+2,779
New +$220K 0.03% 454