AA Financial Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
694
+2
| +0.3% | +$687 | 0.05% | 170 |
|
|
2025
Q1 | $242K | Hold |
692
| – | – | 0.06% | 155 |
|
|
2024
Q4 | $235K | Hold |
692
| – | – | 0.06% | 157 |
|
|
2024
Q3 | $264K | Buy |
+692
| New | +$264K | 0.08% | 147 |
|
|
2024
Q2 | – | Sell |
-644
| Closed | -$224K | – | 167 |
|
|
2024
Q1 | $224K | Buy |
+644
| New | +$224K | 0.09% | 145 |
|