AFT Forsyth & Company’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 | $211K | Hold |
615
| – | – | 0.11% | 110 |
|
2025
Q1 | $215K | Hold |
615
| – | – | 0.12% | 122 |
|
2024
Q4 | $209K | Hold |
615
| – | – | 0.1% | 121 |
|
2024
Q3 | $235K | Sell |
615
-75
| -11% | -$28.6K | 0.12% | 123 |
|
2024
Q2 | $206K | Hold |
690
| – | – | 0.1% | 135 |
|
2024
Q1 | $240K | Hold |
690
| – | – | 0.14% | 125 |
|
2023
Q4 | $215K | Buy |
+690
| New | +$215K | 0.14% | 128 |
|
2022
Q1 | – | Sell |
-777
| Closed | -$274K | – | 160 |
|
2021
Q4 | $274K | Buy |
777
+12
| +2% | +$4.23K | 0.14% | 131 |
|
2021
Q3 | $214K | Hold |
765
| – | – | 0.12% | 147 |
|
2021
Q2 | $208K | Buy |
+765
| New | +$208K | 0.11% | 155 |
|