SWA
SOA Wealth Advisors’s W.W. Grainger GWW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
1,653
-682
| -29% | -$709K | 0.32% | 55 |
|
|
2025
Q1 | $2.31M | Sell |
2,335
-19
| -0.8% | -$18.8K | 0.48% | 44 |
|
|
2024
Q4 | $2.48M | Sell |
2,354
-31
| -1% | -$32.7K | 0.46% | 44 |
|
|
2024
Q3 | $2.48M | Buy |
2,385
+16
| +0.7% | +$16.6K | 0.47% | 45 |
|
|
2024
Q2 | $2.14M | Buy |
2,369
+33
| +1% | +$29.8K | 0.43% | 48 |
|
|
2024
Q1 | $2.38M | Buy |
2,336
+129
| +6% | +$131K | 0.49% | 43 |
|
|
2023
Q4 | $1.83M | Buy |
2,207
+4
| +0.2% | +$3.32K | 0.41% | 49 |
|
|
2023
Q3 | $1.52M | Buy |
2,203
+31
| +1% | +$21.5K | 0.38% | 50 |
|
|
2023
Q2 | $1.71M | Sell |
2,172
-2
| -0.1% | -$1.58K | 0.4% | 50 |
|
|
2023
Q1 | $1.5M | Sell |
2,174
-23
| -1% | -$15.8K | 0.37% | 53 |
|
|
2022
Q4 | $1.22M | Buy |
2,197
+20
| +0.9% | +$11.1K | 0.33% | 57 |
|
|
2022
Q3 | $1.07M | Buy |
2,177
+112
| +5% | +$54.8K | 0.32% | 57 |
|
|
2022
Q2 | $938K | Buy |
2,065
+56
| +3% | +$25.4K | 0.28% | 62 |
|
|
2022
Q1 | $1.04M | Buy |
2,009
+70
| +4% | +$36.1K | 0.25% | 67 |
|
|
2021
Q4 | $1M | Buy |
1,939
+143
| +8% | +$73.8K | 0.24% | 68 |
|
|
2021
Q3 | $705K | Buy |
1,796
+612
| +52% | +$240K | 0.18% | 79 |
|
|
2021
Q2 | $518K | Buy |
1,184
+1,098
| +1,277% | +$480K | 0.13% | 99 |
|
|
2021
Q1 | $34K | Buy |
86
+49
| +132% | +$19.4K | 0.01% | 316 |
|
|
2020
Q4 | $13K | Buy |
+37
| New | +$13K | ﹤0.01% | 469 |
|