SFSG
Sound Financial Strategies Group’s Illinois Tool Works ITW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Sell |
2,203
-610
| -22% | -$151K | 0.46% | 82 |
|
|
2025
Q1 | $698K | Sell |
2,813
-522
| -16% | -$129K | 0.62% | 67 |
|
|
2024
Q4 | $846K | Buy |
3,335
+417
| +14% | +$106K | 0.71% | 41 |
|
|
2024
Q3 | $765K | Buy |
2,918
+89
| +3% | +$23.3K | 0.61% | 46 |
|
|
2024
Q2 | $670K | Buy |
2,829
+423
| +18% | +$100K | 0.58% | 50 |
|
|
2024
Q1 | $646K | Sell |
2,406
-42
| -2% | -$11.3K | 0.54% | 29 |
|
|
2023
Q4 | $641K | Sell |
2,448
-1,416
| -37% | -$371K | 0.54% | 21 |
|
|
2023
Q3 | $890K | Sell |
3,864
-283
| -7% | -$65.2K | 0.74% | 28 |
|
|
2023
Q2 | $1.04M | Sell |
4,147
-513
| -11% | -$128K | 0.76% | 20 |
|
|
2023
Q1 | $1.13M | Sell |
4,660
-240
| -5% | -$58.4K | 0.76% | 10 |
|
|
2022
Q4 | $1.08M | Buy |
+4,900
| New | +$1.08M | 0.78% | 26 |
|
|
2022
Q1 | – | Sell |
-2,655
| Closed | -$655K | – | 88 |
|
|
2021
Q4 | $655K | Sell |
2,655
-70
| -3% | -$17.3K | 0.33% | 53 |
|
|
2021
Q3 | $563K | Sell |
2,725
-3
| -0.1% | -$620 | 0.28% | 65 |
|
|
2021
Q2 | $610K | Sell |
2,728
-3,069
| -53% | -$686K | 0.3% | 66 |
|
|
2021
Q1 | $1.28M | Sell |
5,797
-172
| -3% | -$38.1K | 0.66% | 10 |
|
|
2020
Q4 | $1.22M | Buy |
+5,969
| New | +$1.22M | 0.67% | 14 |
|