B. Riley Wealth Advisors’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 | $1.84M | Buy |
+5,363
| New | +$1.84M | 0.09% | 219 |
|
|
2024
Q4 | $3.49M | Buy |
10,258
+732
| +8% | +$249K | 0.11% | 185 |
|
|
2024
Q3 | $3.59M | Sell |
9,526
-404
| -4% | -$152K | 0.1% | 200 |
|
|
2024
Q2 | $2.96M | Sell |
9,930
-2,031
| -17% | -$606K | 0.08% | 249 |
|
|
2024
Q1 | $3.05M | Sell |
11,961
-405
| -3% | -$103K | 0.08% | 237 |
|
|
2023
Q4 | $3.86M | Buy |
12,366
+405
| +3% | +$126K | 0.1% | 208 |
|
|
2023
Q3 | $3.05M | Sell |
11,961
-285
| -2% | -$72.7K | 0.08% | 237 |
|
|
2023
Q2 | $3.25M | Buy |
12,246
+295
| +2% | +$78.3K | 0.07% | 253 |
|
|
2023
Q1 | $2.69M | Sell |
11,951
-96
| -0.8% | -$21.6K | 0.07% | 273 |
|
|
2022
Q4 | $2.86M | Sell |
12,047
-9
| -0.1% | -$2.14K | 0.08% | 254 |
|
|
2022
Q3 | $2.47M | Buy |
12,056
+4,038
| +50% | +$827K | 0.07% | 263 |
|
|
2022
Q2 | $1.8M | Sell |
8,018
-484
| -6% | -$108K | 0.08% | 272 |
|
|
2022
Q1 | $2.12M | Sell |
8,502
-136
| -2% | -$34K | 0.07% | 288 |
|
|
2021
Q4 | $3.04M | Sell |
8,638
-349
| -4% | -$123K | 0.09% | 250 |
|
|
2021
Q3 | $2.51M | Sell |
8,987
-1,933
| -18% | -$541K | 0.08% | 282 |
|
|
2021
Q2 | $2.99M | Buy |
10,920
+4,245
| +64% | +$1.16M | 0.1% | 248 |
|
|
2021
Q1 | $1.64M | Buy |
6,675
+3,783
| +131% | +$931K | 0.06% | 357 |
|
|
2020
Q4 | $709K | Sell |
2,892
-1,836
| -39% | -$450K | 0.04% | 430 |
|
|
2020
Q3 | $1.09M | Buy |
4,728
+849
| +22% | +$195K | 0.06% | 293 |
|
|
2020
Q2 | $747K | Buy |
3,879
+258
| +7% | +$49.7K | 0.05% | 336 |
|
|
2020
Q1 | $555K | Sell |
3,621
-549
| -13% | -$84.1K | 0.05% | 358 |
|
|
2019
Q4 | $811K | Sell |
4,170
-66
| -2% | -$12.8K | 0.07% | 275 |
|
|
2019
Q3 | $777K | Sell |
4,236
-243
| -5% | -$44.6K | 0.08% | 272 |
|
|
2019
Q2 | $685K | Sell |
4,479
-159
| -3% | -$24.3K | 0.08% | 277 |
|
|
2019
Q1 | $667K | Buy |
4,638
+123
| +3% | +$17.7K | 0.08% | 262 |
|
|
2018
Q4 | $593K | Sell |
4,515
-729
| -14% | -$95.7K | 0.08% | 257 |
|
|
2018
Q3 | $797K | Sell |
5,244
-12
| -0.2% | -$1.82K | 0.09% | 228 |
|
|
2018
Q2 | $716K | Buy |
5,256
+1,338
| +34% | +$182K | 0.09% | 230 |
|
|
2018
Q1 | $514K | Sell |
3,918
-429
| -10% | -$56.3K | 0.07% | 304 |
|
|
2017
Q4 | $595K | Sell |
4,347
-249
| -5% | -$34.1K | 0.08% | 273 |
|
|
2017
Q3 | $550K | Buy |
4,596
+864
| +23% | +$103K | 0.09% | 241 |
|
|
2017
Q2 | $438K | Buy |
3,732
+111
| +3% | +$13K | 0.08% | 275 |
|
|
2017
Q1 | $376K | Sell |
3,621
-852
| -19% | -$88.5K | 0.08% | 286 |
|
|
2016
Q4 | $403K | Buy |
4,473
+384
| +9% | +$34.6K | 0.08% | 273 |
|
|
2016
Q3 | $379K | Sell |
4,089
-387
| -9% | -$35.9K | 0.07% | 331 |
|
|
2016
Q2 | $439K | Buy |
4,476
+243
| +6% | +$23.8K | 0.09% | 280 |
|
|
2016
Q1 | $402K | Buy |
+4,233
| New | +$402K | 0.09% | 271 |
|
|
2015
Q3 | – | Sell |
-2,685
| Closed | -$247K | – | 602 |
|
|
2015
Q2 | $247K | Sell |
2,685
-255
| -9% | -$23.5K | 0.06% | 386 |
|
|
2015
Q1 | $279K | Sell |
2,940
-39
| -1% | -$3.7K | 0.07% | 381 |
|
|
2014
Q4 | $261 | Sell |
2,979
-96
| -3% | -$8 | 0.01% | 1214 |
|
|
2014
Q3 | $224K | Sell |
3,075
-3,006
| -49% | -$219K | 0.06% | 470 |
|
|
2014
Q2 | $209K | Buy |
6,081
+2,982
| +96% | +$103K | 0.05% | 435 |
|
|
2014
Q1 | $204K | Buy |
+3,099
| New | +$204K | 0.06% | 380 |
|