Heritage Wealth Management (Ohio)’s Illinois Tool Works ITW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Sell
1,001
-525
-34% -$130K 0.08% 209
2025
Q1
$378K Sell
1,526
-299
-16% -$74.2K 0.13% 161
2024
Q4
$463K Sell
1,825
-10
-0.5% -$2.54K 0.15% 143
2024
Q3
$481K Hold
1,835
0.16% 142
2024
Q2
$428K Buy
+1,835
New +$428K 0.14% 147