Ritholtz Wealth Management’s Graham Corp GHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
7,150
-2,760
| -28% | -$137K | 0.01% | 743 |
|
|
2025
Q1 | $286K | Sell |
9,910
-4,299
| -30% | -$124K | 0.01% | 761 |
|
|
2024
Q4 | $632K | Sell |
14,209
-4,225
| -23% | -$188K | 0.02% | 494 |
|
|
2024
Q3 | $545K | Sell |
18,434
-3,496
| -16% | -$103K | 0.02% | 533 |
|
|
2024
Q2 | $618K | Sell |
21,930
-737
| -3% | -$20.8K | 0.02% | 457 |
|
|
2024
Q1 | $618K | Buy |
22,667
+2,441
| +12% | +$66.6K | 0.02% | 479 |
|
|
2023
Q4 | $384K | Buy |
20,226
+3,222
| +19% | +$61.1K | 0.01% | 543 |
|
|
2023
Q3 | $282K | Buy |
17,004
+3,278
| +24% | +$54.4K | 0.01% | 562 |
|
|
2023
Q2 | $182K | Sell |
13,726
-7,975
| -37% | -$106K | 0.01% | 627 |
|
|
2023
Q1 | $284K | Buy |
+21,701
| New | +$284K | 0.01% | 530 |
|