WR Wealth Planners’s W.W. Grainger GWW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$81.2K Sell
77
-3
-4% -$3.38K 0.03% 258
2024
Q3
$83.1K Buy
80
+3
+4% +$2.9K 0.02% 278
2024
Q2
$69.5K Sell
77
-23
-23% -$21.6K 0.02% 294
2024
Q1
$102K Buy
+100
New +$93.2K 0.03% 254
2023
Q4
Sell
-103
Closed -$71.3K 465
2023
Q3
$71.3K Hold
103
0.03% 282
2023
Q2
$81.2K Sell
103
-1
-1% -$689 0.03% 267
2023
Q1
$71.6K Buy
+104
New +$66.3K 0.03% 275

Other funds holding GWW

WR Wealth Planners's GWW Position: Q4 2024 in Review

WR Wealth Planners reduced its W.W. Grainger (GWW) stake by 3.8% in Q4 2024, selling an estimated $3.38K and leaving 77 shares worth $81.2K. The position accounts for 0.03% of the portfolio, ranked #258.

WR Wealth Planners first reported a position in GWW in Q1 2023 and has held it in 7 quarters since. The position peaked at $102K in Q1 2024. 1,265 funds tracked by Wall St. Rank hold GWW as of Q4 2024.

  • WR Wealth Planners held 77 shares of W.W. Grainger worth $81.2K as of Q4 2024.
  • WR Wealth Planners sold 3 W.W. Grainger shares in Q4 2024, an estimated $3.38K.
  • W.W. Grainger made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #258 holding.
  • WR Wealth Planners first reported a position in W.W. Grainger in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's W.W. Grainger position peaked at $102K in Q1 2024.
  • 1,265 funds tracked by Wall St. Rank held W.W. Grainger as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.