Financial Gravity Asset Management, Inc. MAIRS & POWER BALANCED INV Transaction History

Financial Gravity Asset Management, Inc.

  • $459 Billion
  • Q1 2025
Number of Shares
1,034
Previous 1,222 15.38%
Holding current value
$112 Million
Previous $130 Million 13.38%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
N/A
-188 Reduced 15.38%
1,034 $112 Million
Q2 2024

Aug 06, 2024
SELL
N/A
-182 Reduced 12.96%
1,222 $130 Million
Q1 2024

May 13, 2024
BUY
N/A
1,412 New
1,412 $151 Million
Q4 2023

Jun 26, 2024
SELL
N/A
-8 Reduced 0.57%
1,404 $143 Million
Track This Portfolio

Track Financial Gravity Asset Management, Inc. Portfolio

Follow Financial Gravity Asset Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Gravity Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Gravity Asset Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email