Aries 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Hold |
827
| – | – | 0.07% | 185 |
|
|
2025
Q1 | $289K | Hold |
827
| – | – | 0.08% | 186 |
|
|
2024
Q4 | $281K | Sell |
827
-105
| -11% | -$35.7K | 0.08% | 188 |
|
|
2024
Q3 | $356K | Hold |
932
| – | – | 0.1% | 169 |
|
|
2024
Q2 | $278K | Hold |
932
| – | – | 0.09% | 166 |
|
|
2024
Q1 | $324K | Hold |
932
| – | – | 0.1% | 157 |
|
|
2023
Q4 | $291K | Sell |
932
-70
| -7% | -$21.8K | 0.1% | 158 |
|
|
2023
Q3 | $253K | Buy |
1,002
+182
| +22% | +$45.9K | 0.1% | 166 |
|
|
2023
Q2 | $218K | Buy |
+820
| New | +$218K | 0.08% | 184 |
|
|
2022
Q3 | – | Sell |
-1,008
| Closed | -$226K | – | 190 |
|
|
2022
Q2 | $226K | Buy |
+1,008
| New | +$226K | 0.1% | 158 |
|
|
2022
Q1 | – | Sell |
-1,332
| Closed | -$469K | – | 195 |
|
|
2021
Q4 | $469K | Sell |
1,332
-54
| -4% | -$19K | 0.18% | 114 |
|
|
2021
Q3 | $388K | Sell |
1,386
-6
| -0.4% | -$1.68K | 0.16% | 125 |
|
|
2021
Q2 | $379K | Sell |
1,392
-3,324
| -70% | -$905K | 0.16% | 123 |
|
|
2021
Q1 | $401K | Buy |
+4,716
| New | +$401K | 0.18% | 113 |
|