JFS 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
Q2 | $37.6K | Sell |
36
-2
| -5% | -$2.09K | ﹤0.01% | 529 |
|
2025
Q1 | $37.6K | Buy |
38
+1
| +3% | +$991 | ﹤0.01% | 529 |
|
2024
Q4 | $39.1K | Sell |
37
-2
| -5% | -$2.11K | ﹤0.01% | 505 |
|
2024
Q3 | $40.6K | Buy |
39
+1
| +3% | +$1.04K | ﹤0.01% | 507 |
|
2024
Q2 | $34.4K | Sell |
38
-3
| -7% | -$2.71K | ﹤0.01% | 480 |
|
2024
Q1 | $41.8K | Buy |
41
+7
| +21% | +$7.13K | ﹤0.01% | 460 |
|
2023
Q4 | $28.2K | Buy |
34
+3
| +10% | +$2.49K | ﹤0.01% | 513 |
|
2023
Q3 | $21.4K | Hold |
31
| – | – | ﹤0.01% | 531 |
|
2023
Q2 | $24.4K | Sell |
31
-1
| -3% | -$789 | ﹤0.01% | 495 |
|
2023
Q1 | $22K | Sell |
32
-1
| -3% | -$689 | ﹤0.01% | 512 |
|
2022
Q4 | $18.4K | Buy |
33
+1
| +3% | +$556 | ﹤0.01% | 555 |
|
2022
Q3 | $16K | Buy |
32
+5
| +19% | +$2.5K | ﹤0.01% | 619 |
|
2022
Q2 | $12K | Buy |
27
+2
| +8% | +$889 | ﹤0.01% | 713 |
|
2022
Q1 | $13K | Buy |
25
+17
| +213% | +$8.84K | ﹤0.01% | 711 |
|
2021
Q4 | $4K | Buy |
+8
| New | +$4K | ﹤0.01% | 856 |
|
2016
Q2 | – | Sell |
-2
| Closed | – | – | 545 |
|
2016
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 643 |
|
2015
Q4 | – | Sell |
-52
| Closed | -$11K | – | 549 |
|
2015
Q3 | $11K | Hold |
52
| – | – | ﹤0.01% | 328 |
|
2015
Q2 | $12K | Hold |
52
| – | – | 0.01% | 347 |
|
2015
Q1 | $12K | Hold |
52
| – | – | 0.01% | 339 |
|
2014
Q4 | $13K | Hold |
52
| – | – | ﹤0.01% | 336 |
|
2014
Q3 | $13K | Hold |
52
| – | – | ﹤0.01% | 307 |
|
2014
Q2 | $13K | Buy |
+52
| New | +$13K | ﹤0.01% | 304 |
|