Simplicity Wealth’s W.W. Grainger GWW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.72M | Buy |
1,654
+805
| +95% | +$837K | 0.07% | 235 |
|
2025
Q1 | $839K | Buy |
+849
| New | +$839K | 0.07% | 277 |
|
2024
Q4 | – | Sell |
-845
| Closed | -$878K | – | 419 |
|
2024
Q3 | $878K | Sell |
845
-1,051
| -55% | -$1.09M | 0.08% | 216 |
|
2024
Q2 | $1.71M | Buy |
1,896
+37
| +2% | +$33.4K | 0.04% | 380 |
|
2024
Q1 | $1.89M | Buy |
1,859
+1,332
| +253% | +$1.35M | 0.05% | 361 |
|
2023
Q4 | $437K | Buy |
+527
| New | +$437K | 0.17% | 110 |
|