SWM
Spire Wealth Management’s W.W. Grainger GWW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Sell |
929
-701
| -43% | -$724K | 0.03% | 369 |
|
|
2025
Q1 | $1.61M | Sell |
1,630
-7,571
| -82% | -$7.48M | 0.05% | 301 |
|
|
2024
Q4 | $9.7M | Buy |
9,201
+1,331
| +17% | +$1.4M | 0.3% | 73 |
|
|
2024
Q3 | $8.18M | Buy |
7,870
+348
| +5% | +$362K | 0.28% | 83 |
|
|
2024
Q2 | $6.78M | Sell |
7,522
-455
| -6% | -$410K | 0.24% | 89 |
|
|
2024
Q1 | $20.3M | Buy |
7,977
+157
| +2% | +$400K | 0.37% | 59 |
|
|
2023
Q4 | $6.76M | Sell |
7,820
-4,555
| -37% | -$3.94M | 0.22% | 93 |
|
|
2023
Q3 | $8.56M | Buy |
12,375
+5,045
| +69% | +$3.49M | 0.33% | 68 |
|
|
2023
Q2 | $5.78M | Buy |
7,330
+7,250
| +9,063% | +$5.72M | 0.21% | 94 |
|
|
2023
Q1 | $55.1K | Buy |
80
+32
| +67% | +$22K | ﹤0.01% | 1164 |
|
|
2022
Q4 | $27K | Buy |
48
+33
| +220% | +$18.6K | ﹤0.01% | 1241 |
|
|
2022
Q3 | $7K | Sell |
15
-21
| -58% | -$9.8K | ﹤0.01% | 1653 |
|
|
2022
Q2 | $16K | Buy |
36
+3
| +9% | +$1.33K | ﹤0.01% | 1751 |
|
|
2022
Q1 | $17K | Sell |
33
-99
| -75% | -$51K | ﹤0.01% | 1871 |
|
|
2021
Q4 | $68K | Buy |
132
+99
| +300% | +$51K | ﹤0.01% | 1580 |
|
|
2021
Q3 | $13K | Buy |
33
+6
| +22% | +$2.36K | ﹤0.01% | 2007 |
|
|
2021
Q2 | $12K | Sell |
27
-141
| -84% | -$62.7K | ﹤0.01% | 2052 |
|
|
2021
Q1 | $59K | Buy |
+168
| New | +$59K | ﹤0.01% | 1640 |
|