LifePlan Investment Advisors’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,096
| Closed | -$261K | – | 101 |
|
|
2024
Q4 | $261K | Hold |
3,096
| – | – | 0.16% | 81 |
|
|
2024
Q3 | $271K | Hold |
3,096
| – | – | 0.17% | 76 |
|
|
2024
Q2 | $245K | Hold |
3,096
| – | – | 0.18% | 76 |
|
|
2024
Q1 | $289K | Hold |
3,096
| – | – | 0.23% | 69 |
|
|
2023
Q4 | $269K | Hold |
3,096
| – | – | 0.25% | 58 |
|
|
2023
Q3 | $226K | Hold |
3,096
| – | – | 0.24% | 59 |
|
|
2023
Q2 | $267K | Buy |
+3,096
| New | +$267K | 0.3% | 48 |
|