Apella Capital’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 | $511K | Buy |
+1,477
| New | +$511K | 0.01% | 291 |
|
|
2025
Q1 | – | Sell |
-1,465
| Closed | -$498K | – | 393 |
|
|
2024
Q4 | $498K | Buy |
1,465
+30
| +2% | +$10.2K | 0.02% | 237 |
|
|
2024
Q3 | $543K | Buy |
1,435
+12
| +0.8% | +$4.54K | 0.02% | 209 |
|
|
2024
Q2 | $425K | Buy |
1,423
+4
| +0.3% | +$1.2K | 0.02% | 222 |
|
|
2024
Q1 | $475K | Buy |
1,419
+4
| +0.3% | +$1.34K | 0.02% | 193 |
|
|
2023
Q4 | $419K | Sell |
1,415
-13
| -0.9% | -$3.85K | 0.02% | 202 |
|
|
2023
Q3 | $364K | Buy |
1,428
+6
| +0.4% | +$1.53K | 0.03% | 194 |
|
|
2023
Q2 | $378K | Buy |
+1,422
| New | +$378K | 0.03% | 188 |
|
|
2022
Q4 | $331K | Buy |
1,394
+44
| +3% | +$10.4K | 0.03% | 184 |
|
|
2022
Q3 | $276K | Hold |
1,350
| – | – | 0.03% | 180 |
|
|
2022
Q2 | $302K | Hold |
1,350
| – | – | 0.04% | 178 |
|
|
2022
Q1 | $337K | Hold |
1,350
| – | – | 0.05% | 155 |
|
|
2021
Q4 | $475K | Hold |
1,350
| – | – | 0.06% | 130 |
|
|
2021
Q3 | $378K | Hold |
1,350
| – | – | 0.05% | 145 |
|
|
2021
Q2 | $368K | Hold |
1,350
| – | – | 0.06% | 160 |
|
|
2021
Q1 | $332K | Hold |
1,350
| – | – | 0.1% | 103 |
|
|
2020
Q4 | $331K | Hold |
1,350
| – | – | 0.12% | 100 |
|
|
2020
Q3 | $314K | Hold |
1,350
| – | – | 0.13% | 98 |
|
|
2020
Q2 | $260K | Hold |
1,350
| – | – | 0.12% | 106 |
|
|
2020
Q1 | $207K | Buy |
+1,350
| New | +$207K | 0.12% | 101 |
|