Avantax Advisory Services’s Sherwin-Williams SHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9M Buy
2025
Q1
$9.06M Sell
2024
Q4
$9.03M Sell
2024
Q3
$10.3M Sell
2024
Q2
$8.65M Buy
2024
Q1
$2.15M Sell
2023
Q4
$1.98M Buy
2023
Q3
$1.33M Buy
2023
Q2
$1.38M Sell
2023
Q1
$1.18M Buy
2022
Q4
$1.15M Sell
2022
Q3
$1.03M Sell
2022
Q2
$1.19M Sell
2022
Q1
$2.12M Buy
2021
Q4
$2.68M Buy
2021
Q3
$1.49M Sell
2021
Q2
$1.46M Buy
2021
Q1
$524K Buy
2020
Q4
$402K Sell
2020
Q3
$1.22M Buy
2020
Q2
$239K Buy
2020
Q1
Sell
2019
Q4
$232K Buy