Atria Wealth Solutions’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 | $1.44M | Sell |
4,154
-4,757
| -53% | -$1.65M | 0.03% | 511 |
|
|
2025
Q1 | $3.11M | Buy |
8,911
+562
| +7% | +$196K | 0.04% | 485 |
|
|
2024
Q4 | $2.84M | Sell |
8,349
-692
| -8% | -$235K | 0.03% | 520 |
|
|
2024
Q3 | $3.45M | Sell |
9,041
-555
| -6% | -$212K | 0.04% | 445 |
|
|
2024
Q2 | $2.86M | Buy |
9,596
+1,856
| +24% | +$554K | 0.03% | 505 |
|
|
2024
Q1 | $2.69M | Sell |
7,740
-410
| -5% | -$142K | 0.03% | 531 |
|
|
2023
Q4 | $2.54M | Buy |
8,150
+566
| +7% | +$177K | 0.03% | 528 |
|
|
2023
Q3 | $1.93M | Buy |
7,584
+801
| +12% | +$204K | 0.03% | 572 |
|
|
2023
Q2 | $1.8M | Sell |
6,783
-182
| -3% | -$48.3K | 0.02% | 601 |
|
|
2023
Q1 | $1.57M | Buy |
6,965
+84
| +1% | +$18.9K | 0.02% | 629 |
|
|
2022
Q4 | $1.63M | Buy |
6,881
+519
| +8% | +$123K | 0.03% | 584 |
|
|
2022
Q3 | $1.3M | Buy |
6,362
+4,296
| +208% | +$880K | 0.02% | 625 |
|
|
2022
Q2 | $462K | Sell |
2,066
-401
| -16% | -$89.7K | 0.01% | 984 |
|
|
2022
Q1 | $615K | Buy |
+2,467
| New | +$615K | 0.01% | 949 |
|