Integrated Wealth Concepts’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $808K | Buy |
9,397
+4,577
| +95% | +$393K | 0.01% | 1035 |
|
|
2025
Q1 | $403K | Sell |
4,820
-1,567
| -25% | -$131K | ﹤0.01% | 1249 |
|
|
2024
Q4 | $538K | Buy |
6,387
+1,261
| +25% | +$106K | 0.01% | 1092 |
|
|
2024
Q3 | $449K | Sell |
5,126
-19
| -0.4% | -$1.66K | 0.01% | 1131 |
|
|
2024
Q2 | $408K | Buy |
5,145
+17
| +0.3% | +$1.35K | 0.01% | 1147 |
|
|
2024
Q1 | $479K | Sell |
5,128
-15
| -0.3% | -$1.4K | 0.01% | 1073 |
|
|
2023
Q4 | $446K | Sell |
5,143
-52
| -1% | -$4.51K | 0.01% | 1046 |
|
|
2023
Q3 | $379K | Sell |
5,195
-288
| -5% | -$21K | 0.01% | 1113 |
|
|
2023
Q2 | $473K | Buy |
5,483
+1,753
| +47% | +$151K | 0.01% | 1000 |
|
|
2023
Q1 | $272K | Buy |
+3,730
| New | +$272K | 0.01% | 1098 |
|