EWM
Evercore Wealth Management’s W.W. Grainger GWW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $708K | Hold |
681
| – | – | 0.01% | 245 |
|
2025
Q1 | $673K | Sell |
681
-50
| -7% | -$49.4K | 0.01% | 246 |
|
2024
Q4 | $771K | Buy |
731
+50
| +7% | +$52.7K | 0.01% | 235 |
|
2024
Q3 | $707K | Sell |
681
-10
| -1% | -$10.4K | 0.01% | 248 |
|
2024
Q2 | $623K | Sell |
691
-2
| -0.3% | -$1.8K | 0.01% | 260 |
|
2024
Q1 | $705K | Buy |
693
+9
| +1% | +$9.16K | 0.01% | 248 |
|
2023
Q4 | $567K | Buy |
684
+3
| +0.4% | +$2.49K | 0.01% | 267 |
|
2023
Q3 | $471K | Hold |
681
| – | – | 0.01% | 279 |
|
2023
Q2 | $537K | Hold |
681
| – | – | 0.01% | 273 |
|
2023
Q1 | $469K | Hold |
681
| – | – | 0.01% | 281 |
|
2022
Q4 | $379K | Hold |
681
| – | – | 0.01% | 298 |
|
2022
Q3 | $333K | Hold |
681
| – | – | 0.01% | 303 |
|
2022
Q2 | $310K | Hold |
681
| – | – | 0.01% | 316 |
|
2022
Q1 | $351K | Sell |
681
-58
| -8% | -$29.9K | 0.01% | 325 |
|
2021
Q4 | $383K | Sell |
739
-100
| -12% | -$51.8K | 0.01% | 318 |
|
2021
Q3 | $330K | Hold |
839
| – | – | 0.01% | 344 |
|
2021
Q2 | $368K | Hold |
839
| – | – | 0.01% | 334 |
|
2021
Q1 | $336K | Hold |
839
| – | – | 0.01% | 347 |
|
2020
Q4 | $342K | Sell |
839
-3
| -0.4% | -$1.22K | 0.01% | 339 |
|
2020
Q3 | $301K | Sell |
842
-56
| -6% | -$20K | 0.01% | 315 |
|
2020
Q2 | $282K | Buy |
898
+8
| +0.9% | +$2.51K | 0.01% | 312 |
|
2020
Q1 | $221K | Sell |
890
-343
| -28% | -$85.2K | 0.01% | 331 |
|
2019
Q4 | $417K | Hold |
1,233
| – | – | 0.01% | 304 |
|
2019
Q3 | $367K | Buy |
1,233
+96
| +8% | +$28.6K | 0.01% | 304 |
|
2019
Q2 | $305K | Buy |
1,137
+414
| +57% | +$111K | 0.01% | 338 |
|
2019
Q1 | $218K | Buy |
+723
| New | +$218K | 0.01% | 387 |
|
2018
Q4 | – | Sell |
-647
| Closed | -$231K | – | 389 |
|
2018
Q3 | $231K | Sell |
647
-39
| -6% | -$13.9K | 0.01% | 378 |
|
2018
Q2 | $211K | Buy |
+686
| New | +$211K | 0.01% | 384 |
|
2018
Q1 | – | Sell |
-686
| Closed | -$162K | – | 525 |
|
2017
Q4 | $162K | Hold |
686
| – | – | 0.01% | 392 |
|
2017
Q3 | $123K | Hold |
686
| – | – | ﹤0.01% | 426 |
|
2017
Q2 | $124K | Sell |
686
-264
| -28% | -$47.7K | ﹤0.01% | 426 |
|
2017
Q1 | $221K | Sell |
950
-47
| -5% | -$10.9K | 0.01% | 347 |
|
2016
Q4 | $232K | Buy |
997
+136
| +16% | +$31.6K | 0.01% | 338 |
|
2016
Q3 | $193K | Hold |
861
| – | – | 0.01% | 382 |
|
2016
Q2 | $195K | Buy |
861
+36
| +4% | +$8.15K | 0.01% | 367 |
|
2016
Q1 | $193K | Buy |
825
+50
| +6% | +$11.7K | 0.01% | 360 |
|
2015
Q4 | $157K | Sell |
775
-145
| -16% | -$29.4K | 0.01% | 415 |
|
2015
Q3 | $198K | Hold |
920
| – | – | 0.01% | 381 |
|
2015
Q2 | $218K | Sell |
920
-125
| -12% | -$29.6K | 0.01% | 404 |
|
2015
Q1 | $246K | Buy |
1,045
+150
| +17% | +$35.3K | 0.01% | 380 |
|
2014
Q4 | $228K | Sell |
895
-220
| -20% | -$56K | 0.01% | 341 |
|
2014
Q3 | $282K | Sell |
1,115
-100
| -8% | -$25.3K | 0.01% | 344 |
|
2014
Q2 | $309K | Buy |
1,215
+42
| +4% | +$10.7K | 0.02% | 336 |
|
2014
Q1 | $297K | Buy |
1,173
+253
| +28% | +$64.1K | 0.02% | 325 |
|
2013
Q4 | $235K | Hold |
920
| – | – | 0.01% | 347 |
|
2013
Q3 | $241K | Hold |
920
| – | – | 0.01% | 380 |
|
2013
Q2 | $233K | Buy |
+920
| New | +$233K | 0.01% | 380 |
|