Valley Wealth Managers’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,830
| Closed | -$304K | – | 422 |
|
|
2024
Q2 | $304K | Sell |
3,830
-367
| -9% | -$29.1K | 0.02% | 176 |
|
|
2024
Q1 | $392K | Buy |
4,197
+658
| +19% | +$61.5K | 0.03% | 162 |
|
|
2023
Q4 | $307K | Buy |
3,539
+112
| +3% | +$9.72K | 0.02% | 163 |
|
|
2023
Q3 | $250K | Buy |
3,427
+192
| +6% | +$14K | 0.02% | 175 |
|
|
2023
Q2 | $279K | Sell |
3,235
-56
| -2% | -$4.84K | 0.03% | 140 |
|
|
2023
Q1 | $240K | Sell |
3,291
-60
| -2% | -$4.38K | 0.02% | 149 |
|
|
2022
Q4 | $225K | Buy |
3,351
+52
| +2% | +$3.5K | 0.02% | 155 |
|
|
2022
Q3 | $198K | Hold |
3,299
| – | – | 0.02% | 165 |
|
|
2022
Q2 | $196K | Sell |
3,299
-932
| -22% | -$55.4K | 0.02% | 184 |
|
|
2022
Q1 | $295K | Buy |
4,231
+364
| +9% | +$25.4K | 0.02% | 160 |
|
|
2021
Q4 | $312K | Buy |
3,867
+429
| +12% | +$34.6K | 0.03% | 166 |
|
|
2021
Q3 | $241K | Buy |
3,438
+314
| +10% | +$22K | 0.02% | 175 |
|
|
2021
Q2 | $236K | Buy |
+3,124
| New | +$236K | 0.02% | 180 |
|