JFS 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 | $15K | Sell |
175
-9
| -5% | -$774 | ﹤0.01% | 728 |
|
|
2025
Q1 | $15.4K | Hold |
184
| – | – | ﹤0.01% | 741 |
|
|
2024
Q4 | $15.5K | Hold |
184
| – | – | ﹤0.01% | 712 |
|
|
2024
Q3 | $16.1K | Sell |
184
-2
| -1% | -$175 | ﹤0.01% | 687 |
|
|
2024
Q2 | $14.7K | Hold |
186
| – | – | ﹤0.01% | 677 |
|
|
2024
Q1 | $17.4K | Hold |
186
| – | – | ﹤0.01% | 656 |
|
|
2023
Q4 | $16.1K | Sell |
186
-4
| -2% | -$347 | ﹤0.01% | 638 |
|
|
2023
Q3 | $13.8K | Hold |
190
| – | – | ﹤0.01% | 627 |
|
|
2023
Q2 | $16.4K | Sell |
190
-1
| -0.5% | -$86 | ﹤0.01% | 586 |
|
|
2023
Q1 | $13.9K | Buy |
191
+5
| +3% | +$365 | ﹤0.01% | 611 |
|
|
2022
Q4 | $12.5K | Sell |
186
-5
| -3% | -$336 | ﹤0.01% | 633 |
|
|
2022
Q3 | $11K | Buy |
191
+80
| +72% | +$4.61K | ﹤0.01% | 698 |
|
|
2022
Q2 | $7K | Sell |
111
-53
| -32% | -$3.34K | ﹤0.01% | 872 |
|
|
2022
Q1 | $11K | Buy |
164
+132
| +413% | +$8.85K | ﹤0.01% | 759 |
|
|
2021
Q4 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 942 |
|
|
2018
Q2 | – | Sell |
-105
| Closed | -$5K | – | 500 |
|
|
2018
Q1 | $5K | Hold |
105
| – | – | ﹤0.01% | 420 |
|
|
2017
Q4 | $5K | Buy |
+105
| New | +$5K | ﹤0.01% | 426 |
|