IWC
Integrated Wealth Concepts’s Illinois Tool Works ITW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.59M | Buy |
10,469
+2,088
| +25% | +$516K | 0.03% | 537 |
|
2025
Q1 | $2.08M | Sell |
8,381
-1,991
| -19% | -$494K | 0.02% | 568 |
|
2024
Q4 | $2.63M | Buy |
10,372
+450
| +5% | +$114K | 0.03% | 474 |
|
2024
Q3 | $2.6M | Sell |
9,922
-1,245
| -11% | -$326K | 0.03% | 471 |
|
2024
Q2 | $2.65M | Buy |
11,167
+165
| +1% | +$39.1K | 0.04% | 424 |
|
2024
Q1 | $2.95M | Buy |
11,002
+2,249
| +26% | +$604K | 0.04% | 393 |
|
2023
Q4 | $2.29M | Sell |
8,753
-795
| -8% | -$208K | 0.04% | 427 |
|
2023
Q3 | $2.2M | Buy |
9,548
+215
| +2% | +$49.5K | 0.04% | 422 |
|
2023
Q2 | $2.33M | Buy |
9,333
+284
| +3% | +$71K | 0.04% | 404 |
|
2023
Q1 | $2.2M | Buy |
9,049
+4,992
| +123% | +$1.22M | 0.05% | 374 |
|
2022
Q4 | $894K | Sell |
4,057
-109
| -3% | -$24K | 0.02% | 498 |
|
2022
Q3 | $753K | Buy |
4,166
+2,012
| +93% | +$364K | 0.02% | 482 |
|
2022
Q2 | $393K | Buy |
2,154
+234
| +12% | +$42.7K | 0.01% | 669 |
|
2022
Q1 | $402K | Sell |
1,920
-28
| -1% | -$5.86K | 0.01% | 637 |
|
2021
Q4 | $481K | Sell |
1,948
-24
| -1% | -$5.93K | 0.01% | 624 |
|
2021
Q3 | $408K | Sell |
1,972
-696
| -26% | -$144K | 0.01% | 623 |
|
2021
Q2 | $597K | Buy |
2,668
+312
| +13% | +$69.8K | 0.02% | 495 |
|
2021
Q1 | $522K | Buy |
+2,356
| New | +$522K | 0.02% | 465 |
|
2018
Q1 | – | Sell |
-1,272
| Closed | -$213K | – | 204 |
|
2017
Q4 | $213K | Buy |
+1,272
| New | +$213K | 0.09% | 177 |
|