SAG
SageView Advisory Group’s Graco GGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Buy |
6,799
+2
| +0% | +$169 | 0.02% | 344 |
|
|
2025
Q1 | $568K | Buy |
6,797
+82
| +1% | +$6.85K | 0.02% | 324 |
|
|
2024
Q4 | $566K | Sell |
6,715
-827
| -11% | -$69.7K | 0.02% | 322 |
|
|
2024
Q3 | $660K | Sell |
7,542
-697
| -8% | -$61K | 0.03% | 255 |
|
|
2024
Q2 | $653K | Buy |
+8,239
| New | +$653K | 0.03% | 293 |
|
|
2024
Q1 | – | Sell |
-8,289
| Closed | -$720K | – | 608 |
|
|
2023
Q4 | $720K | Buy |
+8,289
| New | +$720K | 0.03% | 317 |
|
|
2023
Q3 | – | Sell |
-2,649
| Closed | -$229K | – | 534 |
|
|
2023
Q2 | $229K | Buy |
+2,649
| New | +$229K | 0.01% | 503 |
|