SWA
SFMG Wealth Advisors’s W.W. Grainger GWW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-193
| Closed | -$203K | – | 288 |
|
|
2024
Q4 | $203K | Sell |
193
-21
| -10% | -$22.1K | 0.02% | 248 |
|
|
2024
Q3 | $222K | Sell |
214
-16
| -7% | -$16.6K | 0.02% | 236 |
|
|
2024
Q2 | $208K | Buy |
230
+29
| +14% | +$26.2K | 0.02% | 242 |
|
|
2024
Q1 | $204K | Buy |
+201
| New | +$204K | 0.02% | 249 |
|