Annis Gardner Whiting Capital 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 | $83.1K | Buy |
242
+6
| +3% | +$2.06K | 0.03% | 331 |
|
|
2025
Q1 | $82.4K | Sell |
236
-9
| -4% | -$3.14K | 0.03% | 291 |
|
|
2024
Q4 | $83.3K | Hold |
245
| – | – | 0.02% | 293 |
|
|
2024
Q3 | $93.5K | Sell |
245
-263
| -52% | -$100K | 0.03% | 293 |
|
|
2024
Q2 | $152K | Buy |
508
+23
| +5% | +$6.86K | 0.04% | 247 |
|
|
2024
Q1 | $168K | Buy |
485
+286
| +144% | +$99.3K | 0.06% | 210 |
|
|
2023
Q4 | $62.1K | Buy |
199
+23
| +13% | +$7.17K | 0.03% | 277 |
|
|
2023
Q3 | $44.9K | Buy |
+176
| New | +$44.9K | 0.02% | 295 |
|