Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
4,010
-73
| -2% | -$25.1K | 0.05% | 229 |
|
|
2025
Q1 | $1.43M | Buy |
4,083
+43
| +1% | +$15K | 0.05% | 214 |
|
|
2024
Q4 | $1.37M | Buy |
4,040
+63
| +2% | +$21.4K | 0.05% | 232 |
|
|
2024
Q3 | $1.52M | Buy |
3,977
+77
| +2% | +$29.4K | 0.06% | 210 |
|
|
2024
Q2 | $1.16M | Sell |
3,900
-885
| -18% | -$264K | 0.05% | 237 |
|
|
2024
Q1 | $1.66M | Buy |
4,785
+938
| +24% | +$326K | 0.08% | 183 |
|
|
2023
Q4 | $1.2M | Sell |
3,847
-222
| -5% | -$69.2K | 0.07% | 176 |
|
|
2023
Q3 | $1.04M | Buy |
4,069
+1,050
| +35% | +$268K | 0.07% | 181 |
|
|
2023
Q2 | $802K | Buy |
3,019
+51
| +2% | +$13.5K | 0.05% | 231 |
|
|
2023
Q1 | $667K | Buy |
2,968
+640
| +27% | +$144K | 0.05% | 268 |
|
|
2022
Q4 | $553K | Buy |
2,328
+2
| +0.1% | +$475 | 0.04% | 279 |
|
|
2022
Q3 | $476K | Sell |
2,326
-199
| -8% | -$40.7K | 0.04% | 280 |
|
|
2022
Q2 | $565K | Sell |
2,525
-138
| -5% | -$30.9K | 0.06% | 236 |
|
|
2022
Q1 | $664K | Buy |
2,663
+248
| +10% | +$61.8K | 0.06% | 232 |
|
|
2021
Q4 | $850K | Buy |
2,415
+2,408
| +34,400% | +$848K | 0.07% | 226 |
|
|
2021
Q3 | $1K | Buy |
7
+3
| +75% | +$429 | ﹤0.01% | 1022 |
|
|
2021
Q2 | $1K | Sell |
4
-74
| -95% | -$18.5K | ﹤0.01% | 996 |
|
|
2021
Q1 | $19K | Sell |
78
-3,426
| -98% | -$835K | ﹤0.01% | 658 |
|
|
2020
Q4 | $858K | Buy |
3,504
+3,426
| +4,392% | +$839K | 0.11% | 174 |
|
|
2020
Q3 | $18K | Hold |
78
| – | – | ﹤0.01% | 613 |
|
|
2020
Q2 | $15K | Hold |
78
| – | – | ﹤0.01% | 618 |
|
|
2020
Q1 | $11K | Buy |
78
+75
| +2,500% | +$10.6K | ﹤0.01% | 567 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 856 |
|
|
2019
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 863 |
|
|
2018
Q2 | – | Sell |
-9
| Closed | -$1K | – | 851 |
|
|
2018
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 757 |
|
|
2017
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 761 |
|