MGWM
Marks Group Wealth Management’s W.W. Grainger GWW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.29M | Sell |
8,927
-347
| -4% | -$361K | 0.86% | 36 |
|
2025
Q1 | $9.16M | Buy |
9,274
+389
| +4% | +$384K | 0.88% | 30 |
|
2024
Q4 | $9.37M | Sell |
8,885
-418
| -4% | -$441K | 0.92% | 27 |
|
2024
Q3 | $9.66M | Sell |
9,303
-90
| -1% | -$93.5K | 0.92% | 23 |
|
2024
Q2 | $8.47M | Sell |
9,393
-148
| -2% | -$134K | 0.89% | 28 |
|
2024
Q1 | $9.71M | Sell |
9,541
-274
| -3% | -$279K | 1.01% | 18 |
|
2023
Q4 | $8.13M | Sell |
9,815
-193
| -2% | -$160K | 0.93% | 23 |
|
2023
Q3 | $6.92M | Sell |
10,008
-2
| -0% | -$1.38K | 0.86% | 37 |
|
2023
Q2 | $7.89M | Sell |
10,010
-1,268
| -11% | -$1,000K | 0.94% | 20 |
|
2023
Q1 | $7.77M | Buy |
+11,278
| New | +$7.77M | 0.99% | 14 |
|