RSWM
Robertson Stephens Wealth Management’s Graco GGG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,752
| Closed | -$232K | – | 558 |
|
2024
Q4 | $232K | Buy |
2,752
+282
| +11% | +$23.8K | 0.01% | 518 |
|
2024
Q3 | $216K | Buy |
+2,470
| New | +$216K | 0.01% | 588 |
|
2024
Q2 | – | Sell |
-2,418
| Closed | -$226K | – | 513 |
|
2024
Q1 | $226K | Buy |
+2,418
| New | +$226K | 0.01% | 464 |
|