Plante Moran Financial Advisors’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-120
| Closed | -$8.07K | – | 853 |
|
|
2022
Q4 | $8.07K | Buy |
+120
| New | +$8K | ﹤0.01% | 606 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 936 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1009 |
|
|
2018
Q3 | – | Sell |
-6,584
| Closed | -$298K | – | 790 |
|
|
2018
Q2 | $298K | Buy |
6,584
+4,055
| +160% | +$186K | 0.15% | 112 |
|
|
2018
Q1 | $116K | Hold |
2,529
| – | – | 0.06% | 213 |
|
|
2017
Q4 | $114K | Buy |
2,529
+2,505
| +10,438% | +$108K | 0.06% | 201 |
|
|
2017
Q3 | $1K | Sell |
24
-465
| -95% | -$17.7K | ﹤0.01% | 764 |
|
|
2017
Q2 | $18K | Hold |
489
| – | – | 0.01% | 482 |
|
|
2017
Q1 | $15K | Buy |
489
+27
| +6% | +$814 | 0.01% | 519 |
|
|
2016
Q4 | $13K | Hold |
462
| – | – | 0.01% | 547 |
|
|
2016
Q3 | $11K | Hold |
462
| – | – | 0.01% | 582 |
|
|
2016
Q2 | $12K | Hold |
462
| – | – | 0.01% | 495 |
|
|
2016
Q1 | $13K | Hold |
462
| – | – | 0.01% | 444 |
|
|
2015
Q4 | $11K | Hold |
462
| – | – | 0.01% | 554 |
|
|
2015
Q3 | $10K | Hold |
462
| – | – | 0.01% | 482 |
|
|
2015
Q2 | $11K | Hold |
462
| – | – | 0.01% | 508 |
|
|
2015
Q1 | $11K | Hold |
462
| – | – | 0.01% | 498 |
|
|
2014
Q4 | $12K | Hold |
462
| – | – | 0.01% | 497 |
|
|
2014
Q3 | $11K | Hold |
462
| – | – | 0.01% | 511 |
|
|
2014
Q2 | $12K | Hold |
462
| – | – | 0.01% | 477 |
|
|
2014
Q1 | $12K | Hold |
462
| – | – | 0.01% | 328 |
|
|
2013
Q4 | $12K | Hold |
462
| – | – | 0.01% | 421 |
|
|
2013
Q3 | $11K | Hold |
462
| – | – | 0.01% | 380 |
|
|
2013
Q2 | $10K | Buy |
+462
| New | +$9.33K | 0.01% | 346 |
|
Other funds holding GGG
ATO
MPI
BBHC
