Avantax Planning Partners’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 | – | Sell |
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|
2025
Q1 | $531K | Buy |
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|
2024
Q4 | $515K | Buy |
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|
2024
Q3 | $565K | Sell |
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|
2024
Q2 | $454K | Buy |
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|
2024
Q1 | $509K | Sell |
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|
2023
Q4 | $463K | Sell |
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|
2023
Q3 | $379K | Buy |
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|
2023
Q2 | $394K | Sell |
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|
2023
Q1 | $343K | Buy |
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|
2022
Q4 | $347K | Hold |
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|
2022
Q3 | $300K | Sell |
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|
2022
Q2 | $328K | Sell |
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|
2022
Q1 | $369K | Sell |
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|
2021
Q4 | $524K | Buy |
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|
2021
Q3 | $409K | Hold |
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|
2021
Q2 | $398K | Buy |
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|
2021
Q1 | $358K | Sell |
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|
2020
Q4 | $427K | Sell |
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|
2020
Q3 | $428K | Sell |
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|
2020
Q2 | $389K | Hold |
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|
2020
Q1 | $309K | Sell |
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|
2019
Q4 | $429K | Sell |
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|
2019
Q3 | $409K | Hold |
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|
2019
Q2 | $344K | Buy |
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|
2019
Q1 | $318K | Buy |
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|
2018
Q4 | $242K | Buy |
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|
2018
Q3 | $276K | Buy |
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|
2018
Q2 | $242K | Sell |
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|
2018
Q1 | $255K | Buy |
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|
2017
Q4 | $264K | Sell |
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|
2017
Q3 | $232K | Sell |
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|
2017
Q2 | $230K | Buy |
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