9258 Wealth Management’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $595K | Buy |
1,558
+510
| +49% | +$195K | 0.09% | 180 |
|
|
2024
Q2 | $313K | Sell |
1,048
-334
| -24% | -$99.7K | 0.05% | 259 |
|
|
2024
Q1 | $480K | Sell |
1,382
-12
| -0.9% | -$4.17K | 0.07% | 198 |
|
|
2023
Q4 | $435K | Buy |
1,394
+26
| +2% | +$8.11K | 0.08% | 201 |
|
|
2023
Q3 | $349K | Hold |
1,368
| – | – | 0.07% | 223 |
|
|
2023
Q2 | $363K | Sell |
1,368
-153
| -10% | -$40.6K | 0.07% | 230 |
|
|
2023
Q1 | $342K | Buy |
1,521
+281
| +23% | +$63.2K | 0.07% | 232 |
|
|
2022
Q4 | $294K | Buy |
1,240
+169
| +16% | +$40.1K | 0.06% | 255 |
|
|
2022
Q3 | $219K | Sell |
1,071
-156
| -13% | -$31.9K | 0.06% | 290 |
|
|
2022
Q2 | $275K | Buy |
1,227
+86
| +8% | +$19.3K | 0.07% | 268 |
|
|
2022
Q1 | $285K | Sell |
1,141
-53
| -4% | -$13.2K | 0.07% | 290 |
|
|
2021
Q4 | $420K | Buy |
1,194
+213
| +22% | +$74.9K | 0.1% | 225 |
|
|
2021
Q3 | $274K | Hold |
981
| – | – | 0.07% | 280 |
|
|
2021
Q2 | $267K | Buy |
981
+36
| +4% | +$9.8K | 0.07% | 284 |
|
|
2021
Q1 | $232K | Sell |
945
-669
| -41% | -$164K | 0.07% | 285 |
|
|
2020
Q4 | $395K | Buy |
1,614
+390
| +32% | +$95.4K | 0.13% | 183 |
|
|
2020
Q3 | $281K | Sell |
1,224
-6
| -0.5% | -$1.38K | 0.11% | 216 |
|
|
2020
Q2 | $237K | Buy |
+1,230
| New | +$237K | 0.1% | 236 |
|