SageView Advisory Group’s Illinois Tool Works ITW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$657K Buy
2,528
+5
+0.2% +$1.3K 0.02% 315
2025
Q1
$626K Buy
2,523
+917
+57% +$227K 0.03% 299
2024
Q4
$407K Buy
+1,606
New +$407K 0.02% 380
2024
Q3
Sell
-1,867
Closed -$442K 539
2024
Q2
$442K Buy
+1,867
New +$442K 0.02% 359
2024
Q1
Sell
-2,045
Closed -$544K 644
2023
Q4
$544K Buy
+2,045
New +$544K 0.02% 375