OWM
Orgel Wealth Management’s Illinois Tool Works ITW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
1,003
+3
| +0.3% | +$742 | 0.01% | 80 |
|
|
2025
Q1 | $248K | Hold |
1,000
| – | – | 0.01% | 77 |
|
|
2024
Q4 | $254K | Hold |
1,000
| – | – | 0.01% | 79 |
|
|
2024
Q3 | $262K | Hold |
1,000
| – | – | 0.01% | 74 |
|
|
2024
Q2 | $237K | Hold |
1,000
| – | – | 0.01% | 72 |
|
|
2024
Q1 | $268K | Sell |
1,000
-11
| -1% | -$2.95K | 0.01% | 70 |
|
|
2023
Q4 | $265K | Sell |
1,011
-27
| -3% | -$7.07K | 0.01% | 75 |
|
|
2023
Q3 | $239K | Buy |
1,038
+38
| +4% | +$8.75K | 0.01% | 74 |
|
|
2023
Q2 | $250K | Hold |
1,000
| – | – | 0.01% | 67 |
|
|
2023
Q1 | $243K | Hold |
1,000
| – | – | 0.01% | 64 |
|
|
2022
Q4 | $220K | Buy |
+1,000
| New | +$220K | 0.01% | 73 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$209K | – | 69 |
|
|
2022
Q1 | $209K | Sell |
1,000
-18
| -2% | -$3.76K | 0.01% | 64 |
|
|
2021
Q4 | $251K | Sell |
1,018
-2
| -0.2% | -$493 | 0.02% | 54 |
|
|
2021
Q3 | $211K | Buy |
1,020
+20
| +2% | +$4.14K | 0.02% | 59 |
|
|
2021
Q2 | $224K | Hold |
1,000
| – | – | 0.03% | 55 |
|
|
2021
Q1 | $222K | Hold |
1,000
| – | – | 0.03% | 53 |
|
|
2020
Q4 | $204K | Buy |
+1,000
| New | +$204K | 0.04% | 49 |
|