Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,013
| Closed | -$316K | – | 464 |
|
|
2023
Q4 | $316K | Sell |
1,013
-53
| -5% | -$16.5K | 0.05% | 377 |
|
|
2023
Q3 | $272K | Buy |
1,066
+100
| +10% | +$25.5K | 0.04% | 384 |
|
|
2023
Q2 | $256K | Sell |
966
-100
| -9% | -$26.6K | 0.03% | 476 |
|
|
2023
Q1 | $240K | Buy |
1,066
+76
| +8% | +$17.1K | 0.03% | 488 |
|
|
2022
Q4 | $235K | Buy |
+990
| New | +$235K | 0.03% | 483 |
|
|
2022
Q3 | – | Sell |
-905
| Closed | -$203K | – | 530 |
|
|
2022
Q2 | $203K | Buy |
905
+48
| +6% | +$10.8K | 0.03% | 470 |
|
|
2022
Q1 | $214K | Sell |
857
-85
| -9% | -$21.2K | 0.02% | 487 |
|
|
2021
Q4 | $332K | Buy |
942
+90
| +11% | +$31.7K | 0.04% | 418 |
|
|
2021
Q3 | $238K | Sell |
852
-2
| -0.2% | -$559 | 0.03% | 454 |
|
|
2021
Q2 | $233K | Buy |
854
+26
| +3% | +$7.09K | 0.04% | 448 |
|
|
2021
Q1 | $204K | Sell |
828
-3
| -0.4% | -$739 | 0.04% | 445 |
|
|
2020
Q4 | $204K | Buy |
+831
| New | +$204K | 0.06% | 322 |
|