Avantax Advisory Services’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 | $9M | Buy |
26,222
+288
| +1% | +$98.9K | 0.05% | 296 |
|
|
2025
Q1 | $9.06M | Sell |
25,934
-624
| -2% | -$218K | 0.05% | 268 |
|
|
2024
Q4 | $9.03M | Sell |
26,558
-322
| -1% | -$109K | 0.06% | 252 |
|
|
2024
Q3 | $10.3M | Sell |
26,880
-2,119
| -7% | -$809K | 0.07% | 213 |
|
|
2024
Q2 | $8.65M | Buy |
28,999
+22,805
| +368% | +$6.81M | 0.06% | 234 |
|
|
2024
Q1 | $2.15M | Sell |
6,194
-139
| -2% | -$48.3K | 0.02% | 524 |
|
|
2023
Q4 | $1.98M | Buy |
6,333
+1,106
| +21% | +$345K | 0.02% | 503 |
|
|
2023
Q3 | $1.33M | Buy |
5,227
+43
| +0.8% | +$11K | 0.01% | 585 |
|
|
2023
Q2 | $1.38M | Sell |
5,184
-49
| -0.9% | -$13K | 0.02% | 575 |
|
|
2023
Q1 | $1.18M | Buy |
5,233
+399
| +8% | +$89.7K | 0.01% | 606 |
|
|
2022
Q4 | $1.15M | Sell |
4,834
-208
| -4% | -$49.4K | 0.02% | 593 |
|
|
2022
Q3 | $1.03M | Sell |
5,042
-290
| -5% | -$59.4K | 0.02% | 556 |
|
|
2022
Q2 | $1.19M | Sell |
5,332
-3,151
| -37% | -$706K | 0.02% | 499 |
|
|
2022
Q1 | $2.12M | Buy |
8,483
+868
| +11% | +$217K | 0.03% | 365 |
|
|
2021
Q4 | $2.68M | Buy |
7,615
+2,295
| +43% | +$808K | 0.04% | 306 |
|
|
2021
Q3 | $1.49M | Sell |
5,320
-46
| -0.9% | -$12.9K | 0.02% | 396 |
|
|
2021
Q2 | $1.46M | Buy |
5,366
+3,221
| +150% | +$878K | 0.03% | 397 |
|
|
2021
Q1 | $524K | Buy |
2,145
+498
| +30% | +$122K | 0.01% | 605 |
|
|
2020
Q4 | $402K | Sell |
1,647
-3,609
| -69% | -$881K | 0.01% | 623 |
|
|
2020
Q3 | $1.22M | Buy |
5,256
+4,011
| +322% | +$933K | 0.02% | 483 |
|
|
2020
Q2 | $239K | Buy |
+1,245
| New | +$239K | 0.01% | 720 |
|
|
2020
Q1 | – | Sell |
-1,200
| Closed | -$232K | – | 877 |
|
|
2019
Q4 | $232K | Buy |
+1,200
| New | +$232K | 0.01% | 730 |
|