Arkadios Wealth 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 | $1.36M | Buy |
3,950
+928
| +31% | +$319K | 0.04% | 453 |
|
|
2025
Q1 | $1.06M | Buy |
3,022
+988
| +49% | +$345K | 0.04% | 440 |
|
|
2024
Q4 | $692K | Buy |
2,034
+16
| +0.8% | +$5.44K | 0.04% | 426 |
|
|
2024
Q3 | $770K | Buy |
2,018
+53
| +3% | +$20.2K | 0.04% | 390 |
|
|
2024
Q2 | $586K | Buy |
1,965
+160
| +9% | +$47.7K | 0.04% | 421 |
|
|
2024
Q1 | $627K | Buy |
1,805
+70
| +4% | +$24.3K | 0.05% | 339 |
|
|
2023
Q4 | $541K | Buy |
1,735
+173
| +11% | +$54K | 0.05% | 345 |
|
|
2023
Q3 | $398K | Buy |
1,562
+20
| +1% | +$5.1K | 0.04% | 401 |
|
|
2023
Q2 | $410K | Buy |
1,542
+183
| +13% | +$48.6K | 0.05% | 359 |
|
|
2023
Q1 | $306K | Buy |
+1,359
| New | +$306K | 0.04% | 432 |
|
|
2021
Q4 | – | Sell |
-425
| Closed | -$119K | – | 1569 |
|
|
2021
Q3 | $119K | Buy |
425
+254
| +149% | +$71.1K | 0.02% | 638 |
|
|
2021
Q2 | $46K | Buy |
171
+99
| +138% | +$26.6K | 0.01% | 959 |
|
|
2021
Q1 | $17K | Hold |
72
| – | – | ﹤0.01% | 1028 |
|
|
2020
Q4 | $17K | Sell |
72
-111
| -61% | -$26.2K | ﹤0.01% | 810 |
|
|
2020
Q3 | $42.5K | Buy |
183
+3
| +2% | +$697 | 0.02% | 444 |
|
|
2020
Q2 | $35.3K | Buy |
180
+120
| +200% | +$23.5K | 0.02% | 427 |
|
|
2020
Q1 | $9.23K | Hold |
60
| – | – | 0.01% | 657 |
|
|
2019
Q4 | $11.6K | Buy |
+60
| New | +$11.6K | 0.01% | 561 |
|