WealthPLAN Partners’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Sell |
39,141
-16,192
| -29% | -$1.39M | 0.54% | 47 |
|
|
2025
Q1 | $4.62M | Sell |
55,333
-1,267
| -2% | -$106K | 0.65% | 44 |
|
|
2024
Q4 | $4.77M | Sell |
56,600
-2,091
| -4% | -$176K | 0.68% | 44 |
|
|
2024
Q3 | $5.14M | Sell |
58,691
-8,744
| -13% | -$765K | 0.69% | 43 |
|
|
2024
Q2 | $5.35M | Sell |
67,435
-4,258
| -6% | -$338K | 0.57% | 43 |
|
|
2024
Q1 | $6.7M | Sell |
71,693
-28,317
| -28% | -$2.65M | 0.69% | 41 |
|
|
2023
Q4 | $8.68M | Buy |
100,010
+803
| +0.8% | +$69.7K | 0.89% | 31 |
|
|
2023
Q3 | $7.23M | Buy |
99,207
+49,431
| +99% | +$3.6M | 0.84% | 34 |
|
|
2023
Q2 | $4.3M | Sell |
49,776
-67,220
| -57% | -$5.8M | 0.61% | 40 |
|
|
2023
Q1 | $8.54M | Sell |
116,996
-127,423
| -52% | -$9.3M | 0.97% | 33 |
|
|
2022
Q4 | $17.6M | Buy |
+244,419
| New | +$17.6M | 1.23% | 22 |
|
|
2022
Q1 | $13.5M | Buy |
216,962
+41,902
| +24% | +$2.6M | 0.93% | 35 |
|
|
2021
Q4 | $12.7M | Buy |
175,060
+9,747
| +6% | +$707K | 0.84% | 43 |
|
|
2021
Q3 | $12.8M | Buy |
165,313
+16,139
| +11% | +$1.25M | 0.85% | 41 |
|
|
2021
Q2 | $11.6M | Buy |
149,174
+21,909
| +17% | +$1.71M | 0.82% | 46 |
|
|
2021
Q1 | $9.88M | Buy |
+127,265
| New | +$9.88M | 0.77% | 48 |
|