SFA
Sequoia Financial Advisors’s Illinois Tool Works ITW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
7,148
-604
| -8% | -$149K | 0.01% | 497 |
|
|
2025
Q1 | $1.92M | Buy |
7,752
+267
| +4% | +$66.2K | 0.01% | 442 |
|
|
2024
Q4 | $1.9M | Buy |
7,485
+1,186
| +19% | +$301K | 0.02% | 415 |
|
|
2024
Q3 | $1.65M | Buy |
6,299
+367
| +6% | +$96.2K | 0.02% | 416 |
|
|
2024
Q2 | $1.41M | Buy |
5,932
+37
| +0.6% | +$8.77K | 0.02% | 410 |
|
|
2024
Q1 | $1.58M | Sell |
5,895
-1,200
| -17% | -$322K | 0.02% | 369 |
|
|
2023
Q4 | $1.86M | Buy |
7,095
+2,372
| +50% | +$621K | 0.02% | 365 |
|
|
2023
Q3 | $1.09M | Buy |
4,723
+562
| +14% | +$129K | 0.02% | 315 |
|
|
2023
Q2 | $1.04M | Buy |
4,161
+199
| +5% | +$49.8K | 0.02% | 341 |
|
|
2023
Q1 | $965K | Sell |
3,962
-120
| -3% | -$29.2K | 0.02% | 323 |
|
|
2022
Q4 | $899K | Buy |
4,082
+753
| +23% | +$166K | 0.02% | 309 |
|
|
2022
Q3 | $601K | Buy |
3,329
+215
| +7% | +$38.8K | 0.02% | 268 |
|
|
2022
Q2 | $568K | Buy |
3,114
+255
| +9% | +$46.5K | 0.02% | 304 |
|
|
2022
Q1 | $599K | Buy |
2,859
+1,011
| +55% | +$212K | 0.02% | 322 |
|
|
2021
Q4 | $456K | Buy |
+1,848
| New | +$456K | 0.01% | 343 |
|
|
2021
Q3 | – | Sell |
-1,673
| Closed | -$374K | – | 350 |
|
|
2021
Q2 | $374K | Sell |
1,673
-161
| -9% | -$36K | 0.01% | 328 |
|
|
2021
Q1 | $406K | Buy |
1,834
+6
| +0.3% | +$1.33K | 0.02% | 285 |
|
|
2020
Q4 | $373K | Buy |
1,828
+70
| +4% | +$14.3K | 0.02% | 290 |
|
|
2020
Q3 | $340K | Sell |
1,758
-44
| -2% | -$8.51K | 0.02% | 279 |
|
|
2020
Q2 | $315K | Sell |
1,802
-98
| -5% | -$17.1K | 0.02% | 279 |
|
|
2020
Q1 | $270K | Sell |
1,900
-196
| -9% | -$27.9K | 0.02% | 280 |
|
|
2019
Q4 | $377K | Sell |
2,096
-1,210
| -37% | -$218K | 0.02% | 266 |
|
|
2019
Q3 | $517K | Buy |
3,306
+76
| +2% | +$11.9K | 0.04% | 194 |
|
|
2019
Q2 | $487K | Sell |
3,230
-28
| -0.9% | -$4.22K | 0.04% | 193 |
|
|
2019
Q1 | $468K | Buy |
+3,258
| New | +$468K | 0.04% | 192 |
|
|
2018
Q4 | – | Sell |
-1,481
| Closed | -$209K | – | 317 |
|
|
2018
Q3 | $209K | Buy |
+1,481
| New | +$209K | 0.02% | 296 |
|
|
2018
Q2 | – | Sell |
-1,325
| Closed | -$208K | – | 317 |
|
|
2018
Q1 | $208K | Sell |
1,325
-6
| -0.5% | -$942 | 0.02% | 283 |
|
|
2017
Q4 | $222K | Buy |
+1,331
| New | +$222K | 0.02% | 270 |
|