Concurrent Investment Advisors’s W.W. Grainger GWW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $613K | Buy |
590
+209
| +55% | +$217K | 0.01% | 767 |
|
2025
Q1 | $376K | Sell |
381
-23
| -6% | -$22.7K | 0.01% | 826 |
|
2024
Q4 | $426K | Buy |
404
+30
| +8% | +$31.7K | 0.01% | 708 |
|
2024
Q3 | $389K | Sell |
374
-21
| -5% | -$21.8K | 0.01% | 687 |
|
2024
Q2 | $356K | Buy |
395
+89
| +29% | +$80.3K | 0.01% | 675 |
|
2024
Q1 | $311K | Sell |
306
-279
| -48% | -$284K | 0.01% | 660 |
|
2023
Q4 | $484K | Buy |
+585
| New | +$484K | 0.02% | 502 |
|