Vertex Planning Partners’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 | $275K | Sell |
265
-3
| -1% | -$3.12K | 0.06% | 157 |
|
|
2025
Q1 | $264K | Buy |
268
+14
| +6% | +$13.8K | 0.06% | 155 |
|
|
2024
Q4 | $268K | Hold |
254
| – | – | 0.06% | 154 |
|
|
2024
Q3 | $264K | Hold |
254
| – | – | 0.06% | 139 |
|
|
2024
Q2 | $229K | Hold |
254
| – | – | 0.06% | 139 |
|
|
2024
Q1 | $258K | Sell |
254
-21
| -8% | -$21.4K | 0.07% | 136 |
|
|
2023
Q4 | $228K | Buy |
+275
| New | +$228K | 0.07% | 146 |
|
|
2023
Q3 | – | Sell |
-254
| Closed | -$200K | – | 139 |
|
|
2023
Q2 | $200K | Buy |
+254
| New | +$200K | 0.07% | 134 |
|