SWM
Sculati Wealth Management’s Graham Holdings Company GHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,016
| Closed | -$581K | – | 103 |
|
|
2023
Q2 | $581K | Sell |
1,016
-276
| -21% | -$158K | 0.29% | 75 |
|
|
2023
Q1 | $770K | Sell |
1,292
-466
| -27% | -$278K | 0.41% | 67 |
|
|
2022
Q4 | $1.06M | Sell |
1,758
-120
| -6% | -$72.5K | 0.6% | 59 |
|
|
2022
Q3 | $1.01M | Hold |
1,878
| – | – | 0.6% | 56 |
|
|
2022
Q2 | $1.07M | Buy |
1,878
+74
| +4% | +$42K | 0.61% | 56 |
|
|
2022
Q1 | $1.1M | Buy |
1,804
+180
| +11% | +$110K | 0.54% | 61 |
|
|
2021
Q4 | $1.02M | Buy |
1,624
+132
| +9% | +$83.2K | 0.49% | 66 |
|
|
2021
Q3 | $879K | Buy |
1,492
+171
| +13% | +$101K | 0.47% | 65 |
|
|
2021
Q2 | $837K | Buy |
1,321
+122
| +10% | +$77.3K | 0.44% | 67 |
|
|
2021
Q1 | $674K | Buy |
+1,199
| New | +$674K | 0.39% | 75 |
|