SPW
Sonoma Private Wealth’s W.W. Grainger GWW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Sell |
719
-52
| -7% | -$54.1K | 0.92% | 29 |
|
|
2025
Q1 | $761K | Buy |
771
+85
| +12% | +$83.9K | 1.06% | 29 |
|
|
2024
Q4 | $723K | Sell |
686
-56
| -8% | -$59K | 1.17% | 30 |
|
|
2024
Q3 | $770K | Sell |
742
-52
| -7% | -$54K | 1.2% | 26 |
|
|
2024
Q2 | $716K | Sell |
794
-45
| -5% | -$40.6K | 1.16% | 30 |
|
|
2024
Q1 | $853K | Sell |
839
-13
| -2% | -$13.2K | 1.37% | 20 |
|
|
2023
Q4 | $706K | Sell |
852
-29
| -3% | -$24K | 1.17% | 28 |
|
|
2023
Q3 | $610K | Sell |
881
-2
| -0.2% | -$1.38K | 1.11% | 33 |
|
|
2023
Q2 | $697K | Sell |
883
-90
| -9% | -$71K | 1.22% | 26 |
|
|
2023
Q1 | $670K | Sell |
973
-22
| -2% | -$15.2K | 1.33% | 28 |
|
|
2022
Q4 | $554K | Buy |
+995
| New | +$554K | 1.22% | 26 |
|