EWM
Evermay Wealth Management’s Illinois Tool Works ITW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Sell |
574
-218
| -28% | -$54K | 0.02% | 230 |
|
|
2025
Q1 | $197K | Sell |
792
-491
| -38% | -$122K | 0.03% | 190 |
|
|
2024
Q4 | $326K | Buy |
1,283
+50
| +4% | +$12.7K | 0.05% | 156 |
|
|
2024
Q3 | $324K | Buy |
1,233
+188
| +18% | +$49.4K | 0.05% | 152 |
|
|
2024
Q2 | $249K | Sell |
1,045
-150
| -13% | -$35.7K | 0.04% | 177 |
|
|
2024
Q1 | $322K | Buy |
1,195
+266
| +29% | +$71.6K | 0.05% | 166 |
|
|
2023
Q4 | $244K | Buy |
929
+25
| +3% | +$6.57K | 0.05% | 167 |
|
|
2023
Q3 | $209K | Buy |
904
+119
| +15% | +$27.5K | 0.04% | 168 |
|
|
2023
Q2 | $197K | Buy |
785
+47
| +6% | +$11.8K | 0.04% | 178 |
|
|
2023
Q1 | $180K | Buy |
738
+93
| +14% | +$22.7K | 0.04% | 184 |
|
|
2022
Q4 | $143K | Buy |
645
+207
| +47% | +$45.8K | 0.03% | 194 |
|
|
2022
Q3 | $80K | Buy |
438
+138
| +46% | +$25.2K | 0.02% | 238 |
|
|
2022
Q2 | $55K | Hold |
300
| – | – | 0.01% | 270 |
|
|
2022
Q1 | $63K | Sell |
300
-60
| -17% | -$12.6K | 0.01% | 282 |
|
|
2021
Q4 | $89K | Buy |
360
+300
| +500% | +$74.2K | 0.02% | 232 |
|
|
2021
Q3 | $12K | Hold |
60
| – | – | ﹤0.01% | 371 |
|
|
2021
Q2 | $13K | Buy |
+60
| New | +$13K | ﹤0.01% | 390 |
|