WealthPlan Investment Management’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
129,189
+12,352
| +11% | +$1.06M | 0.81% | 39 |
|
|
2025
Q1 | $9.76M | Sell |
116,837
-4,471
| -4% | -$373K | 0.96% | 33 |
|
|
2024
Q4 | $10.2M | Sell |
121,308
-2,823
| -2% | -$238K | 1.01% | 28 |
|
|
2024
Q3 | $10.9M | Buy |
124,131
+6,169
| +5% | +$540K | 1.1% | 26 |
|
|
2024
Q2 | $9.35M | Sell |
117,962
-3,967
| -3% | -$315K | 1.41% | 21 |
|
|
2024
Q1 | $11.4M | Sell |
121,929
-7,433
| -6% | -$695K | 1.74% | 12 |
|
|
2023
Q4 | $11.2M | Buy |
129,362
+4,102
| +3% | +$356K | 1.8% | 8 |
|
|
2023
Q3 | $9.13M | Buy |
125,260
+60,302
| +93% | +$4.39M | 1.61% | 15 |
|
|
2023
Q2 | $5.61M | Sell |
64,958
-71,020
| -52% | -$6.13M | 1.67% | 9 |
|
|
2023
Q1 | $9.93M | Sell |
135,978
-107,277
| -44% | -$7.83M | 1.71% | 13 |
|
|
2022
Q4 | $17.5M | Sell |
243,255
-1,787
| -0.7% | -$129K | 1.23% | 23 |
|
|
2022
Q3 | $16.6M | Buy |
+245,042
| New | +$16.6M | 1.21% | 25 |
|
|
2022
Q1 | $13.5M | Buy |
+216,962
| New | +$13.5M | 0.93% | 35 |
|