United Capital Financial Advisors’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
2,669
+70
| +3% | +$6.02K | ﹤0.01% | 1002 |
|
|
2025
Q1 | $217K | Buy |
2,599
+111
| +4% | +$9.27K | ﹤0.01% | 978 |
|
|
2024
Q4 | $210K | Sell |
2,488
-110
| -4% | -$9.27K | ﹤0.01% | 998 |
|
|
2024
Q3 | $227K | Buy |
2,598
+54
| +2% | +$4.73K | ﹤0.01% | 964 |
|
|
2024
Q2 | $202K | Sell |
2,544
-228
| -8% | -$18.1K | ﹤0.01% | 974 |
|
|
2024
Q1 | $259K | Buy |
2,772
+54
| +2% | +$5.05K | ﹤0.01% | 920 |
|
|
2023
Q4 | $236K | Buy |
+2,718
| New | +$236K | ﹤0.01% | 947 |
|
|
2022
Q1 | – | Sell |
-2,888
| Closed | -$233K | – | 1177 |
|
|
2021
Q4 | $233K | Sell |
2,888
-246
| -8% | -$19.8K | ﹤0.01% | 1100 |
|
|
2021
Q3 | $219K | Sell |
3,134
-108
| -3% | -$7.55K | ﹤0.01% | 1103 |
|
|
2021
Q2 | $245K | Buy |
3,242
+103
| +3% | +$7.78K | ﹤0.01% | 1076 |
|
|
2021
Q1 | $225K | Sell |
3,139
-500
| -14% | -$35.8K | ﹤0.01% | 1080 |
|
|
2020
Q4 | $263K | Sell |
3,639
-378
| -9% | -$27.3K | ﹤0.01% | 1038 |
|
|
2020
Q3 | $246K | Buy |
+4,017
| New | +$246K | ﹤0.01% | 1013 |
|
|
2020
Q1 | – | Sell |
-6,132
| Closed | -$319K | – | 1250 |
|
|
2019
Q4 | $319K | Buy |
6,132
+1,415
| +30% | +$73.6K | ﹤0.01% | 1109 |
|
|
2019
Q3 | $217K | Sell |
4,717
-1,864
| -28% | -$85.8K | ﹤0.01% | 1155 |
|
|
2019
Q2 | $330K | Sell |
6,581
-728
| -10% | -$36.5K | ﹤0.01% | 1158 |
|
|
2019
Q1 | $362K | Buy |
7,309
+84
| +1% | +$4.16K | ﹤0.01% | 1064 |
|
|
2018
Q4 | $302K | Sell |
7,225
-1,242
| -15% | -$51.9K | ﹤0.01% | 1059 |
|
|
2018
Q3 | $392K | Sell |
8,467
-400
| -5% | -$18.5K | ﹤0.01% | 1022 |
|
|
2018
Q2 | $401K | Buy |
8,867
+441
| +5% | +$19.9K | ﹤0.01% | 996 |
|
|
2018
Q1 | $385K | Sell |
8,426
-480
| -5% | -$21.9K | ﹤0.01% | 1016 |
|
|
2017
Q4 | $403K | Buy |
8,906
+581
| +7% | +$26.3K | ﹤0.01% | 1022 |
|
|
2017
Q3 | $343K | Hold |
8,325
| – | – | ﹤0.01% | 1066 |
|
|
2017
Q2 | $303K | Sell |
8,325
-675
| -8% | -$24.6K | ﹤0.01% | 1067 |
|
|
2017
Q1 | $282K | Sell |
9,000
-525
| -6% | -$16.5K | ﹤0.01% | 1063 |
|
|
2016
Q4 | $264K | Buy |
9,525
+396
| +4% | +$11K | ﹤0.01% | 1095 |
|
|
2016
Q3 | $225K | Buy |
9,129
+144
| +2% | +$3.55K | ﹤0.01% | 1158 |
|
|
2016
Q2 | $237K | Sell |
8,985
-3,000
| -25% | -$79.1K | ﹤0.01% | 1116 |
|
|
2016
Q1 | $335K | Sell |
11,985
-606
| -5% | -$16.9K | ﹤0.01% | 979 |
|
|
2015
Q4 | $302K | Sell |
12,591
-1,332
| -10% | -$31.9K | ﹤0.01% | 1015 |
|
|
2015
Q3 | $311K | Sell |
13,923
-525
| -4% | -$11.7K | ﹤0.01% | 1048 |
|
|
2015
Q2 | $342K | Buy |
14,448
+39
| +0.3% | +$923 | ﹤0.01% | 1043 |
|
|
2015
Q1 | $344K | Buy |
+14,409
| New | +$344K | ﹤0.01% | 1028 |
|