Moneta Group 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
Q2 | $365K | Sell |
4,243
-3,341
| -44% | -$287K | ﹤0.01% | 514 |
|
|
2025
Q1 | $633K | Sell |
7,584
-166
| -2% | -$13.9K | 0.01% | 365 |
|
|
2024
Q4 | $653K | Hold |
7,750
| – | – | 0.01% | 348 |
|
|
2024
Q3 | $678K | Sell |
7,750
-80
| -1% | -$7K | 0.01% | 345 |
|
|
2024
Q2 | $621K | Sell |
7,830
-64
| -0.8% | -$5.07K | 0.01% | 344 |
|
|
2024
Q1 | $738K | Buy |
7,894
+3,897
| +97% | +$364K | 0.01% | 308 |
|
|
2023
Q4 | $347K | Sell |
3,997
-582
| -13% | -$50.5K | 0.01% | 409 |
|
|
2023
Q3 | $334K | Hold |
4,579
| – | – | 0.01% | 382 |
|
|
2023
Q2 | $395K | Sell |
4,579
-269
| -6% | -$23.2K | 0.01% | 374 |
|
|
2023
Q1 | $354K | Buy |
4,848
+442
| +10% | +$32.3K | 0.01% | 383 |
|
|
2022
Q4 | $301K | Sell |
4,406
-248
| -5% | -$16.9K | 0.01% | 373 |
|
|
2022
Q3 | $279K | Sell |
4,654
-581
| -11% | -$34.8K | 0.01% | 365 |
|
|
2022
Q2 | $311K | Sell |
5,235
-5,996
| -53% | -$356K | 0.01% | 380 |
|
|
2022
Q1 | $783K | Sell |
11,231
-1,396
| -11% | -$97.3K | 0.03% | 237 |
|
|
2021
Q4 | $1.02M | Buy |
12,627
+550
| +5% | +$44.3K | 0.04% | 202 |
|
|
2021
Q3 | $845K | Buy |
12,077
+135
| +1% | +$9.45K | 0.04% | 214 |
|
|
2021
Q2 | $904K | Buy |
11,942
+4
| +0% | +$303 | 0.04% | 207 |
|
|
2021
Q1 | $855K | Buy |
+11,938
| New | +$855K | 0.05% | 191 |
|
|
2015
Q4 | – | Sell |
-300
| Closed | -$7K | – | 244 |
|
|
2015
Q3 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 455 |
|