Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.35M | Buy |
6,777
+481
| +8% | +$167K | 0.99% | 33 |
|
|
2023
Q4 | $1.96M | Buy |
6,296
+149
| +2% | +$46.5K | 0.92% | 35 |
|
|
2023
Q3 | $1.57M | Buy |
6,147
+226
| +4% | +$57.6K | 0.84% | 39 |
|
|
2023
Q2 | $1.57M | Buy |
+5,921
| New | +$1.57M | 0.83% | 42 |
|
|
2022
Q1 | – | Sell |
-1,195
| Closed | -$421K | – | 129 |
|
|
2021
Q4 | $421K | Sell |
1,195
-150
| -11% | -$52.8K | 0.23% | 101 |
|
|
2021
Q3 | $376K | Buy |
1,345
+1
| +0.1% | +$280 | 0.23% | 98 |
|
|
2021
Q2 | $366K | Hold |
1,344
| – | – | 0.23% | 97 |
|
|
2021
Q1 | $331K | Sell |
1,344
-45
| -3% | -$11.1K | 0.21% | 96 |
|
|
2020
Q4 | $340K | Sell |
1,389
-45
| -3% | -$11K | 0.24% | 87 |
|
|
2020
Q3 | $333K | Buy |
1,434
+96
| +7% | +$22.3K | 0.26% | 88 |
|
|
2020
Q2 | $258K | Sell |
1,338
-60
| -4% | -$11.6K | 0.21% | 95 |
|
|
2020
Q1 | $214K | Hold |
1,398
| – | – | 0.2% | 104 |
|
|
2019
Q4 | $272K | Buy |
+1,398
| New | +$272K | 0.21% | 105 |
|