GeoWealth Management’s W.W. Grainger GWW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
386
-22
| -5% | -$22.9K | 0.02% | 460 |
|
|
2025
Q1 | $403K | Sell |
408
-43
| -10% | -$42.5K | 0.02% | 474 |
|
|
2024
Q4 | $475K | Buy |
451
+99
| +28% | +$104K | 0.02% | 479 |
|
|
2024
Q3 | $366K | Sell |
352
-22
| -6% | -$22.9K | 0.01% | 548 |
|
|
2024
Q2 | $337K | Sell |
374
-745
| -67% | -$672K | 0.01% | 546 |
|
|
2024
Q1 | $1.14M | Sell |
1,119
-157
| -12% | -$160K | 0.04% | 269 |
|
|
2023
Q4 | $1.06M | Buy |
+1,276
| New | +$1.06M | 0.09% | 204 |
|
|
2023
Q3 | – | Sell |
-560
| Closed | -$441K | – | 503 |
|
|
2023
Q2 | $441K | Buy |
+560
| New | +$441K | 0.05% | 180 |
|