OneDigital 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 | $865K | Sell |
10,060
-39
| -0.4% | -$3.35K | 0.01% | 685 |
|
|
2025
Q1 | $843K | Buy |
10,099
+16
| +0.2% | +$1.34K | 0.01% | 663 |
|
|
2024
Q4 | $850K | Sell |
10,083
-97
| -1% | -$8.18K | 0.01% | 689 |
|
|
2024
Q3 | $891K | Buy |
10,180
+189
| +2% | +$16.5K | 0.01% | 695 |
|
|
2024
Q2 | $792K | Buy |
9,991
+2,115
| +27% | +$168K | 0.01% | 707 |
|
|
2024
Q1 | $736K | Buy |
7,876
+185
| +2% | +$17.3K | 0.01% | 606 |
|
|
2023
Q4 | $667K | Sell |
7,691
-210
| -3% | -$18.2K | 0.01% | 610 |
|
|
2023
Q3 | $576K | Buy |
7,901
+53
| +0.7% | +$3.86K | 0.01% | 591 |
|
|
2023
Q2 | $678K | Sell |
7,848
-2,086
| -21% | -$180K | 0.02% | 527 |
|
|
2023
Q1 | $725K | Buy |
+9,934
| New | +$725K | 0.02% | 490 |
|
|
2022
Q1 | – | Sell |
-11,241
| Closed | -$906K | – | 772 |
|
|
2021
Q4 | $906K | Buy |
+11,241
| New | +$906K | 0.03% | 296 |
|
|
2020
Q3 | – | Sell |
-7,800
| Closed | -$374K | – | 626 |
|
|
2020
Q2 | $374K | Hold |
7,800
| – | – | 0.03% | 373 |
|
|
2020
Q1 | $380K | Hold |
7,800
| – | – | 0.03% | 314 |
|
|
2019
Q4 | $406K | Hold |
7,800
| – | – | 0.03% | 344 |
|
|
2019
Q3 | $359K | Buy |
+7,800
| New | +$359K | 0.03% | 341 |
|
|
2018
Q1 | – | Sell |
-600
| Closed | -$27K | – | 1344 |
|
|
2017
Q4 | $27K | Hold |
600
| – | – | ﹤0.01% | 697 |
|
|
2017
Q3 | $25K | Hold |
600
| – | – | 0.01% | 575 |
|
|
2017
Q2 | $22K | Buy |
+600
| New | +$22K | 0.01% | 713 |
|