Peak Financial 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
Sell
-2,998
Closed -$2.96M 97
2025
Q1
$2.96M Buy
+2,998
New +$2.96M 1.51% 21
2024
Q4
Sell
-3,010
Closed -$3.13M 77
2024
Q3
$3.13M Buy
3,010
+64
+2% +$66.5K 1.61% 20
2024
Q2
$2.66M Buy
+2,946
New +$2.66M 1.53% 30