Addison 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 | $361K | Buy |
1,052
+6
| +0.6% | +$2.06K | 0.09% | 151 |
|
|
2025
Q1 | $365K | Hold |
1,046
| – | – | 0.1% | 137 |
|
|
2024
Q4 | $356K | Hold |
1,046
| – | – | 0.1% | 135 |
|
|
2024
Q3 | $399K | Buy |
1,046
+6
| +0.6% | +$2.29K | 0.11% | 132 |
|
|
2024
Q2 | $310K | Hold |
1,040
| – | – | 0.1% | 148 |
|
|
2024
Q1 | $361K | Hold |
1,040
| – | – | 0.12% | 124 |
|
|
2023
Q4 | $324K | Hold |
1,040
| – | – | 0.13% | 123 |
|
|
2023
Q3 | $265K | Hold |
1,040
| – | – | 0.12% | 123 |
|
|
2023
Q2 | $276K | Hold |
1,040
| – | – | 0.14% | 122 |
|
|
2023
Q1 | $234K | Hold |
1,040
| – | – | 0.13% | 123 |
|
|
2022
Q4 | $247K | Hold |
1,040
| – | – | 0.15% | 112 |
|
|
2022
Q3 | $213K | Hold |
1,040
| – | – | 0.13% | 109 |
|
|
2022
Q2 | $233K | Sell |
1,040
-85
| -8% | -$19K | 0.14% | 111 |
|
|
2022
Q1 | $281K | Sell |
1,125
-90
| -7% | -$22.5K | 0.15% | 107 |
|
|
2021
Q4 | $428K | Hold |
1,215
| – | – | 0.26% | 74 |
|
|
2021
Q3 | $340K | Hold |
1,215
| – | – | 0.27% | 56 |
|
|
2021
Q2 | $331K | Buy |
+1,215
| New | +$331K | 0.27% | 56 |
|
|
2020
Q4 | $298K | Buy |
+1,215
| New | +$298K | 0.29% | 58 |
|