SSWM
Sheets Smith Wealth Management’s W.W. Grainger GWW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.9M | Sell |
5,674
-14
| -0.2% | -$14.6K | 0.69% | 33 |
|
2025
Q1 | $5.62M | Hold |
5,688
| – | – | 0.7% | 37 |
|
2024
Q4 | $6M | Sell |
5,688
-10
| -0.2% | -$10.5K | 0.73% | 33 |
|
2024
Q3 | $5.92M | Buy |
5,698
+7
| +0.1% | +$7.27K | 0.72% | 37 |
|
2024
Q2 | $5.13M | Sell |
5,691
-40
| -0.7% | -$36.1K | 0.61% | 40 |
|
2024
Q1 | $5.83M | Hold |
5,731
| – | – | 0.65% | 39 |
|
2023
Q4 | $4.75M | Buy |
5,731
+100
| +2% | +$82.9K | 0.68% | 39 |
|
2023
Q3 | $3.9M | Buy |
5,631
+277
| +5% | +$192K | 0.59% | 44 |
|
2023
Q2 | $4.22M | Buy |
+5,354
| New | +$4.22M | 0.62% | 41 |
|
2014
Q4 | – | Sell |
-3,700
| Closed | -$931K | – | 262 |
|
2014
Q3 | $931K | Sell |
3,700
-3,200
| -46% | -$805K | 0.25% | 122 |
|
2014
Q2 | $1.75M | Hold |
6,900
| – | – | 0.47% | 58 |
|
2014
Q1 | $1.74M | Sell |
6,900
-2,300
| -25% | -$581K | 0.49% | 55 |
|
2013
Q4 | $2.35M | Buy |
+9,200
| New | +$2.35M | 0.65% | 45 |
|