WealthTrust Axiom’s Graham Corp GHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.27M | Sell |
16,130
-4,150
| -20% | -$325K | 0.31% | 72 |
|
|
2025
Q4 | $1.3M | Sell |
20,280
-2,425
| -11% | -$146K | 0.34% | 67 |
|
|
2025
Q3 | $1.25M | Sell |
22,705
-4,075
| -15% | -$209K | 0.33% | 67 |
|
|
2025
Q2 | $1.33M | Sell |
26,780
-2,400
| -8% | -$89K | 0.39% | 61 |
|
|
2025
Q1 | $841K | Sell |
29,180
-8,200
| -22% | -$311K | 0.26% | 82 |
|
|
2024
Q4 | $1.66M | Sell |
37,380
-2,521
| -6% | -$94.4K | 0.5% | 45 |
|
|
2024
Q3 | $1.18M | Sell |
39,901
-200
| -0.5% | -$5.97K | 0.35% | 65 |
|
|
2024
Q2 | $1.13M | Sell |
40,101
-7,990
| -17% | -$230K | 0.37% | 62 |
|
|
2024
Q1 | $1.31M | Buy |
48,091
+2,401
| +5% | +$53.8K | 0.42% | 57 |
|
|
2023
Q4 | $867K | Buy |
45,690
+2,250
| +5% | +$39.1K | 0.29% | 79 |
|
|
2023
Q3 | $721K | Buy |
43,440
+1,500
| +4% | +$22.7K | 0.26% | 84 |
|
|
2023
Q2 | $557K | Buy |
41,940
+9,500
| +29% | +$120K | 0.18% | 115 |
|
|
2023
Q1 | $424K | Buy |
32,440
+11,752
| +57% | +$143K | 0.14% | 144 |
|
|
2022
Q4 | $199K | Buy |
20,688
+2,981
| +17% | +$27.6K | 0.07% | 209 |
|
|
2022
Q3 | $155K | Hold |
17,707
| – | – | 0.06% | 211 |
|
|
2022
Q2 | $122K | Hold |
17,707
| – | – | 0.04% | 219 |
|
|
2022
Q1 | $136K | Sell |
17,707
-7,102
| -29% | -$70.2K | 0.04% | 238 |
|
|
2021
Q4 | $308K | Hold |
24,809
| – | – | 0.1% | 178 |
|
|
2021
Q3 | $307K | Sell |
24,809
-500
| -2% | -$6.46K | 0.1% | 165 |
|
|
2021
Q2 | $348K | Buy |
+25,309
| New | +$359K | 0.11% | 159 |
|
|
2020
Q1 | – | Sell |
-9,147
| Closed | -$200K | – | 207 |
|
|
2019
Q4 | $200K | Buy |
+9,147
| New | +$198K | 0.07% | 198 |
|
|
2016
Q1 | – | Sell |
-10,041
| Closed | -$168K | – | 224 |
|
|
2015
Q4 | $168K | Buy |
+10,041
| New | +$176K | 0.07% | 199 |
|
|
2015
Q2 | – | Sell |
-9,941
| Closed | -$238K | – | 233 |
|
|
2015
Q1 | $238K | Hold |
9,941
| – | – | 0.08% | 178 |
|
|
2014
Q4 | $285K | Hold |
9,941
| – | – | 0.1% | 158 |
|
|
2014
Q3 | $285K | Sell |
9,941
-400
| -4% | -$12.5K | 0.1% | 151 |
|
|
2014
Q2 | $359K | Sell |
10,341
-750
| -7% | -$23.2K | 0.12% | 126 |
|
|
2014
Q1 | $353K | Buy |
11,091
+1,200
| +12% | +$42.1K | 0.13% | 120 |
|
|
2013
Q4 | $358K | Hold |
9,891
| – | – | 0.14% | 109 |
|
|
2013
Q3 | $357K | Sell |
9,891
-250
| -2% | -$8.49K | 0.15% | 108 |
|
|
2013
Q2 | $304K | Buy |
+10,141
| New | +$253K | 0.13% | 119 |
|
Other funds holding GHM
BIP
VCM
RA
DCM
GI
