SWA
SFMG Wealth Advisors’s Illinois Tool Works ITW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Sell |
1,276
-10
| -0.8% | -$2.47K | 0.02% | 205 |
|
|
2025
Q1 | $319K | Buy |
1,286
+110
| +9% | +$27.3K | 0.03% | 192 |
|
|
2024
Q4 | $298K | Sell |
1,176
-56
| -5% | -$14.2K | 0.02% | 199 |
|
|
2024
Q3 | $323K | Hold |
1,232
| – | – | 0.03% | 191 |
|
|
2024
Q2 | $292K | Buy |
1,232
+41
| +3% | +$9.71K | 0.03% | 196 |
|
|
2024
Q1 | $319K | Buy |
1,191
+30
| +3% | +$8.05K | 0.03% | 191 |
|
|
2023
Q4 | $304K | Sell |
1,161
-88
| -7% | -$23.1K | 0.03% | 191 |
|
|
2023
Q3 | $288K | Sell |
1,249
-12
| -1% | -$2.76K | 0.03% | 183 |
|
|
2023
Q2 | $315K | Buy |
1,261
+106
| +9% | +$26.5K | 0.03% | 175 |
|
|
2023
Q1 | $281K | Buy |
1,155
+108
| +10% | +$26.3K | 0.03% | 186 |
|
|
2022
Q4 | $231K | Buy |
+1,047
| New | +$231K | 0.03% | 207 |
|
|
2022
Q2 | – | Sell |
-1,047
| Closed | -$219K | – | 292 |
|
|
2022
Q1 | $219K | Sell |
1,047
-1
| -0.1% | -$209 | 0.02% | 258 |
|
|
2021
Q4 | $259K | Hold |
1,048
| – | – | 0.03% | 224 |
|
|
2021
Q3 | $216K | Hold |
1,048
| – | – | 0.02% | 230 |
|
|
2021
Q2 | $234K | Buy |
1,048
+1
| +0.1% | +$223 | 0.03% | 225 |
|
|
2021
Q1 | $232K | Hold |
1,047
| – | – | 0.03% | 210 |
|
|
2020
Q4 | $213K | Buy |
+1,047
| New | +$213K | 0.03% | 203 |
|