Axxcess 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 | $225K | Hold |
655
| – | – | 0.01% | 806 |
|
|
2025
Q1 | $229K | Hold |
655
| – | – | 0.01% | 775 |
|
|
2024
Q4 | $223K | Sell |
655
-597
| -48% | -$203K | 0.01% | 783 |
|
|
2024
Q3 | $478K | Buy |
1,252
+467
| +59% | +$178K | 0.01% | 561 |
|
|
2024
Q2 | $234K | Sell |
785
-94
| -11% | -$28.1K | 0.01% | 735 |
|
|
2024
Q1 | $305K | Sell |
879
-628
| -42% | -$218K | 0.01% | 657 |
|
|
2023
Q4 | $470K | Buy |
1,507
+3
| +0.2% | +$936 | 0.01% | 531 |
|
|
2023
Q3 | $384K | Buy |
+1,504
| New | +$384K | 0.01% | 535 |
|