1776 Wealth’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,796
| Closed | -$617K | – | 151 |
|
|
2025
Q2 | $617K | Sell |
1,796
-29
| -2% | -$10K | 0.25% | 74 |
|
|
2025
Q1 | $637K | Sell |
1,825
-23
| -1% | -$8.07K | 0.29% | 65 |
|
|
2024
Q4 | $628K | Hold |
1,848
| – | – | 0.29% | 67 |
|
|
2024
Q3 | $705K | Sell |
1,848
-129
| -7% | -$45K | 0.32% | 59 |
|
|
2024
Q2 | $590K | Buy |
1,977
+13
| +0.7% | +$4.02K | 0.27% | 76 |
|
|
2024
Q1 | $682K | Sell |
1,964
-29
| -1% | -$9.24K | 0.32% | 56 |
|
|
2023
Q4 | $622K | Hold |
1,993
| – | – | 0.31% | 58 |
|
|
2023
Q3 | $508K | Hold |
1,993
| – | – | 0.27% | 64 |
|
|
2023
Q2 | $529K | Buy |
1,993
+1,035
| +108% | +$244K | 0.28% | 68 |
|
|
2023
Q1 | $215K | Hold |
958
| – | – | 0.13% | 112 |
|
|
2022
Q4 | $227K | Buy |
+958
| New | +$222K | 0.16% | 107 |
|
|
2022
Q3 | – | Sell |
-958
| Closed | -$215K | – | 117 |
|
|
2022
Q2 | $215K | Hold |
958
| – | – | 0.15% | 108 |
|
|
2022
Q1 | $239K | Sell |
958
-269
| -22% | -$74.3K | 0.14% | 109 |
|
|
2021
Q4 | $432K | Buy |
1,227
+190
| +18% | +$61.4K | 0.23% | 77 |
|
|
2021
Q3 | $290K | Buy |
1,037
+47
| +5% | +$13.8K | 0.17% | 98 |
|
|
2021
Q2 | $270K | Hold |
990
| – | – | 0.15% | 99 |
|
|
2021
Q1 | $244K | Sell |
990
-27
| -3% | -$6.43K | 0.15% | 101 |
|
|
2020
Q4 | $249K | Buy |
1,017
+15
| +1% | +$3.56K | 0.16% | 97 |
|
|
2020
Q3 | $233K | Buy |
1,002
+18
| +2% | +$3.93K | 0.17% | 91 |
|
|
2020
Q2 | $189K | Buy |
984
+933
| +1,829% | +$168K | 0.13% | 101 |
|
|
2020
Q1 | $9K | Hold |
51
| – | – | ﹤0.01% | 319 |
|
|
2019
Q4 | $9K | Buy |
+51
| New | +$9.73K | 0.01% | 293 |
|
Other funds holding SHW
