Philip James Wealth Mangement’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 |
-3,262
| Closed | -$275K | – | 176 |
|
|
2024
Q4 | $275K | Buy |
3,262
+5
| +0.2% | +$421 | 0.04% | 139 |
|
|
2024
Q3 | $285K | Buy |
3,257
+7
| +0.2% | +$613 | 0.04% | 131 |
|
|
2024
Q2 | $258K | Sell |
3,250
-81
| -2% | -$6.42K | 0.17% | 56 |
|
|
2024
Q1 | $311K | Sell |
3,331
-1,503
| -31% | -$140K | 0.22% | 48 |
|
|
2023
Q4 | $419K | Buy |
+4,834
| New | +$419K | 0.32% | 35 |
|