SVWAG
Sound View Wealth Advisors Group’s Illinois Tool Works ITW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
8,965
+167
| +2% | +$41.3K | 0.16% | 119 |
|
|
2025
Q1 | $2.18M | Buy |
8,798
+62
| +0.7% | +$15.4K | 0.18% | 116 |
|
|
2024
Q4 | $2.22M | Buy |
8,736
+127
| +1% | +$32.2K | 0.18% | 114 |
|
|
2024
Q3 | $2.26M | Sell |
8,609
-37
| -0.4% | -$9.7K | 0.18% | 118 |
|
|
2024
Q2 | $2.05M | Buy |
8,646
+30
| +0.3% | +$7.11K | 0.21% | 109 |
|
|
2024
Q1 | $2.31M | Sell |
8,616
-32
| -0.4% | -$8.59K | 0.25% | 99 |
|
|
2023
Q4 | $2.27M | Buy |
8,648
+36
| +0.4% | +$9.43K | 0.25% | 101 |
|
|
2023
Q3 | $1.98M | Buy |
8,612
+126
| +1% | +$29K | 0.25% | 95 |
|
|
2023
Q2 | $2.12M | Sell |
8,486
-14
| -0.2% | -$3.5K | 0.28% | 84 |
|
|
2023
Q1 | $2.07M | Sell |
8,500
-148
| -2% | -$36K | 0.28% | 85 |
|
|
2022
Q4 | $2.27M | Buy |
8,648
+83
| +1% | +$21.7K | 0.25% | 101 |
|
|
2022
Q3 | $1.55M | Buy |
8,565
+110
| +1% | +$19.9K | 0.35% | 72 |
|
|
2022
Q2 | $1.54M | Sell |
8,455
-17
| -0.2% | -$3.1K | 0.32% | 78 |
|
|
2022
Q1 | $1.77M | Buy |
8,472
+17
| +0.2% | +$3.56K | 0.34% | 76 |
|
|
2021
Q4 | $2.09M | Buy |
+8,455
| New | +$2.09M | 0.39% | 62 |
|
|
2021
Q3 | – | Sell |
-8,063
| Closed | -$1.8M | – | 292 |
|
|
2021
Q2 | $1.8M | Hold |
8,063
| – | – | 0.38% | 69 |
|
|
2021
Q1 | $1.79M | Sell |
8,063
-27
| -0.3% | -$5.98K | 0.42% | 65 |
|
|
2020
Q4 | $1.65M | Sell |
8,090
-101
| -1% | -$20.6K | 0.4% | 67 |
|
|
2020
Q3 | $1.58M | Sell |
8,191
-294
| -3% | -$56.8K | 0.42% | 62 |
|
|
2020
Q2 | $1.48M | Buy |
8,485
+59
| +0.7% | +$10.3K | 0.42% | 69 |
|
|
2020
Q1 | $1.2M | Sell |
8,426
-84
| -1% | -$11.9K | 0.41% | 70 |
|
|
2019
Q4 | $1.53M | Sell |
8,510
-184
| -2% | -$33.1K | 0.43% | 69 |
|
|
2019
Q3 | $1.36M | Sell |
8,694
-587
| -6% | -$91.9K | 0.41% | 76 |
|
|
2019
Q2 | $1.4M | Buy |
+9,281
| New | +$1.4M | 0.41% | 72 |
|