Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.07M | Buy |
4,789
+432
| +10% | +$96.7K | 0.08% | 152 |
|
|
2022
Q1 | $1.09M | Buy |
4,357
+592
| +16% | +$148K | 0.07% | 145 |
|
|
2021
Q4 | $1.33M | Buy |
3,765
+488
| +15% | +$172K | 0.09% | 117 |
|
|
2021
Q3 | $917K | Buy |
3,277
+183
| +6% | +$51.2K | 0.07% | 147 |
|
|
2021
Q2 | $843K | Buy |
3,094
+301
| +11% | +$82K | 0.06% | 149 |
|
|
2021
Q1 | $687K | Buy |
2,793
+375
| +16% | +$92.2K | 0.06% | 167 |
|
|
2020
Q4 | $592K | Buy |
2,418
+177
| +8% | +$43.3K | 0.05% | 164 |
|
|
2020
Q3 | $520K | Buy |
2,241
+105
| +5% | +$24.4K | 0.05% | 160 |
|
|
2020
Q2 | $411K | Buy |
2,136
+72
| +3% | +$13.9K | 0.05% | 219 |
|
|
2020
Q1 | $316K | Buy |
2,064
+711
| +53% | +$109K | 0.04% | 202 |
|
|
2019
Q4 | $263K | Buy |
1,353
+90
| +7% | +$17.5K | 0.03% | 234 |
|
|
2019
Q3 | $231K | Buy |
+1,263
| New | +$231K | 0.03% | 246 |
|
|
2018
Q4 | – | Sell |
-1,329
| Closed | -$202K | – | 295 |
|
|
2018
Q3 | $202K | Sell |
1,329
-231
| -15% | -$35.1K | 0.04% | 277 |
|
|
2018
Q2 | $212K | Buy |
+1,560
| New | +$212K | 0.06% | 240 |
|