9258 Wealth Management’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $595K | Buy |
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|
2024
Q2 | $313K | Sell |
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|
2024
Q1 | $480K | Sell |
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|
2023
Q4 | $435K | Buy |
|
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|
2023
Q3 | $349K | Hold |
|
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|
2023
Q2 | $363K | Sell |
|
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|
2023
Q1 | $342K | Buy |
|
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|
2022
Q4 | $294K | Buy |
|
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|
2022
Q3 | $219K | Sell |
|
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|
2022
Q2 | $275K | Buy |
|
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|
2022
Q1 | $285K | Sell |
|
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|
2021
Q4 | $420K | Buy |
|
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|
2021
Q3 | $274K | Hold |
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|
2021
Q2 | $267K | Buy |
|
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|
2021
Q1 | $232K | Sell |
|
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|
2020
Q4 | $395K | Buy |
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|
2020
Q3 | $281K | Sell |
|
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|
2020
Q2 | $237K | Buy |
|