Lantz Financial’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Sell |
5,269
-151
| -3% | -$13K | 0.11% | 151 |
|
|
2025
Q1 | $453K | Sell |
5,420
-119
| -2% | -$9.94K | 0.12% | 144 |
|
|
2024
Q4 | $467K | Buy |
5,539
+5
| +0.1% | +$421 | 0.12% | 145 |
|
|
2024
Q3 | $484K | Buy |
5,534
+32
| +0.6% | +$2.8K | 0.13% | 137 |
|
|
2024
Q2 | $436K | Sell |
5,502
-106
| -2% | -$8.4K | 0.14% | 136 |
|
|
2024
Q1 | $524K | Buy |
5,608
+106
| +2% | +$9.91K | 0.17% | 122 |
|
|
2023
Q4 | $477K | Sell |
5,502
-5,057
| -48% | -$439K | 0.17% | 118 |
|
|
2023
Q3 | $770K | Hold |
10,559
| – | – | 0.31% | 82 |
|
|
2023
Q2 | $912K | Buy |
10,559
+34
| +0.3% | +$2.94K | 0.36% | 76 |
|
|
2023
Q1 | $768K | Sell |
10,525
-92
| -0.9% | -$6.72K | 0.32% | 81 |
|
|
2022
Q4 | $714K | Sell |
10,617
-382
| -3% | -$25.7K | 0.32% | 80 |
|
|
2022
Q3 | $659K | Hold |
10,999
| – | – | 0.34% | 74 |
|
|
2022
Q2 | $653K | Sell |
10,999
-63
| -0.6% | -$3.74K | 0.29% | 84 |
|
|
2022
Q1 | $771K | Sell |
11,062
-512
| -4% | -$35.7K | 0.31% | 81 |
|
|
2021
Q4 | $933K | Sell |
11,574
-359
| -3% | -$28.9K | 0.43% | 60 |
|
|
2021
Q3 | $835K | Sell |
11,933
-483
| -4% | -$33.8K | 0.43% | 64 |
|
|
2021
Q2 | $940K | Sell |
12,416
-597
| -5% | -$45.2K | 0.48% | 60 |
|
|
2021
Q1 | $932K | Sell |
13,013
-13,781
| -51% | -$987K | 0.53% | 52 |
|
|
2020
Q4 | $1.94M | Sell |
26,794
-493
| -2% | -$35.7K | 1.21% | 16 |
|
|
2020
Q3 | $1.67M | Sell |
27,287
-57
| -0.2% | -$3.5K | 1.13% | 23 |
|
|
2020
Q2 | $1.31M | Buy |
27,344
+2,451
| +10% | +$118K | 0.94% | 30 |
|
|
2020
Q1 | $1.21M | Sell |
24,893
-580
| -2% | -$28.3K | 0.95% | 30 |
|
|
2019
Q4 | $1.33M | Buy |
25,473
+63
| +0.2% | +$3.28K | 0.78% | 44 |
|
|
2019
Q3 | $1.12M | Buy |
25,410
+247
| +1% | +$10.9K | 0.76% | 47 |
|
|
2019
Q2 | $1.28M | Sell |
25,163
-2,393
| -9% | -$122K | 0.87% | 41 |
|
|
2019
Q1 | $1.37M | Buy |
+27,556
| New | +$1.37M | 0.99% | 30 |
|