United Capital Financial Advisors’s W.W. Grainger GWW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Sell |
3,376
-77
| -2% | -$80.1K | 0.03% | 331 |
|
|
2025
Q1 | $3.41M | Buy |
3,453
+297
| +9% | +$293K | 0.03% | 330 |
|
|
2024
Q4 | $3.33M | Sell |
3,156
-18
| -0.6% | -$19K | 0.03% | 321 |
|
|
2024
Q3 | $3.3M | Buy |
3,174
+47
| +2% | +$48.8K | 0.03% | 327 |
|
|
2024
Q2 | $2.82M | Sell |
3,127
-513
| -14% | -$463K | 0.02% | 341 |
|
|
2024
Q1 | $3.7M | Sell |
3,640
-67
| -2% | -$68.2K | 0.03% | 324 |
|
|
2023
Q4 | $3.07M | Buy |
3,707
+995
| +37% | +$825K | 0.03% | 350 |
|
|
2023
Q3 | $1.88M | Sell |
2,712
-178
| -6% | -$123K | 0.01% | 432 |
|
|
2023
Q2 | $2.28M | Sell |
2,890
-1,687
| -37% | -$1.33M | 0.01% | 428 |
|
|
2023
Q1 | $3.15M | Sell |
4,577
-342
| -7% | -$236K | 0.02% | 383 |
|
|
2022
Q4 | $2.74M | Sell |
4,919
-60
| -1% | -$33.4K | 0.02% | 429 |
|
|
2022
Q3 | $2.44M | Sell |
4,979
-3,348
| -40% | -$1.64M | 0.01% | 440 |
|
|
2022
Q2 | $3.78M | Buy |
8,327
+3,161
| +61% | +$1.44M | 0.02% | 383 |
|
|
2022
Q1 | $2.67M | Sell |
5,166
-117
| -2% | -$60.4K | 0.01% | 468 |
|
|
2021
Q4 | $2.74M | Buy |
5,283
+17
| +0.3% | +$8.81K | 0.01% | 477 |
|
|
2021
Q3 | $2.07M | Sell |
5,266
-471
| -8% | -$185K | 0.01% | 516 |
|
|
2021
Q2 | $2.51M | Sell |
5,737
-546
| -9% | -$239K | 0.01% | 497 |
|
|
2021
Q1 | $2.52M | Buy |
6,283
+45
| +0.7% | +$18K | 0.01% | 463 |
|
|
2020
Q4 | $2.55M | Buy |
6,238
+47
| +0.8% | +$19.2K | 0.02% | 454 |
|
|
2020
Q3 | $2.21M | Sell |
6,191
-23
| -0.4% | -$8.21K | 0.01% | 478 |
|
|
2020
Q2 | $1.95M | Sell |
6,214
-330
| -5% | -$104K | 0.01% | 519 |
|
|
2020
Q1 | $1.63M | Sell |
6,544
-900
| -12% | -$224K | 0.01% | 534 |
|
|
2019
Q4 | $2.52M | Sell |
7,444
-2,971
| -29% | -$1.01M | 0.02% | 555 |
|
|
2019
Q3 | $3.1M | Sell |
10,415
-39,394
| -79% | -$11.7M | 0.02% | 502 |
|
|
2019
Q2 | $13.4M | Sell |
49,809
-307
| -0.6% | -$82.3K | 0.09% | 245 |
|
|
2019
Q1 | $15.1M | Sell |
50,116
-579
| -1% | -$174K | 0.11% | 217 |
|
|
2018
Q4 | $14.3M | Sell |
50,695
-2,342
| -4% | -$661K | 0.11% | 189 |
|
|
2018
Q3 | $19M | Sell |
53,037
-289
| -0.5% | -$103K | 0.13% | 167 |
|
|
2018
Q2 | $16.4M | Sell |
53,326
-3,037
| -5% | -$937K | 0.12% | 183 |
|
|
2018
Q1 | $15.9M | Buy |
56,363
+21,526
| +62% | +$6.08M | 0.12% | 192 |
|
|
2017
Q4 | $8.29M | Sell |
34,837
-418
| -1% | -$99.5K | 0.07% | 321 |
|
|
2017
Q3 | $6.34M | Sell |
35,255
-1,105
| -3% | -$199K | 0.05% | 351 |
|
|
2017
Q2 | $6.56M | Sell |
36,360
-47,844
| -57% | -$8.64M | 0.06% | 333 |
|
|
2017
Q1 | $19.6M | Buy |
84,204
+2,437
| +3% | +$567K | 0.18% | 119 |
|
|
2016
Q4 | $19M | Buy |
81,767
+6,107
| +8% | +$1.42M | 0.18% | 117 |
|
|
2016
Q3 | $17M | Buy |
75,660
+3,095
| +4% | +$696K | 0.17% | 145 |
|
|
2016
Q2 | $16.5M | Buy |
72,565
+10,197
| +16% | +$2.31M | 0.17% | 137 |
|
|
2016
Q1 | $14.6M | Buy |
62,368
+11,649
| +23% | +$2.72M | 0.16% | 137 |
|
|
2015
Q4 | $10.3M | Sell |
50,719
-5,311
| -9% | -$1.08M | 0.12% | 192 |
|
|
2015
Q3 | $12M | Buy |
56,030
+3,619
| +7% | +$778K | 0.14% | 156 |
|
|
2015
Q2 | $12.4M | Buy |
52,411
+2,294
| +5% | +$543K | 0.14% | 168 |
|
|
2015
Q1 | $12.5M | Buy |
50,117
+3,384
| +7% | +$841K | 0.15% | 166 |
|
|
2014
Q4 | $11.9M | Buy |
46,733
+12,678
| +37% | +$3.23M | 0.18% | 144 |
|
|
2014
Q3 | $8.57M | Buy |
34,055
+9,426
| +38% | +$2.37M | 0.15% | 169 |
|
|
2014
Q2 | $6.26M | Buy |
24,629
+1,230
| +5% | +$313K | 0.12% | 207 |
|
|
2014
Q1 | $5.91M | Buy |
23,399
+15,991
| +216% | +$4.04M | 0.13% | 187 |
|
|
2013
Q4 | $1.89M | Buy |
+7,408
| New | +$1.89M | 0.06% | 244 |
|
|
2013
Q3 | – | Sell |
-9,155
| Closed | -$2.31M | – | 703 |
|
|
2013
Q2 | $2.31M | Buy |
+9,155
| New | +$2.31M | 0.06% | 286 |
|