Heritage Oak Wealth Advisors’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 Q1	–	Sell	-202	Closed	-$213K	–	76
2024 Q4	$213K	Buy	+202	New	+$213K	0.1%	70
2024 Q3	–	Sell	-666	Closed	-$601K	–	173
2024 Q2	$601K	Buy	+666	New	+$601K	0.3%	43