Balanced Wealth Group’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 | $555K | Sell |
1,678
-84
| -5% | -$27.8K | 0.24% | 41 |
|
|
2025
Q1 | $615K | Buy |
1,762
+1
| +0.1% | +$349 | 0.3% | 37 |
|
|
2024
Q4 | $631K | Sell |
1,761
-334
| -16% | -$120K | 0.28% | 37 |
|
|
2024
Q3 | $799K | Buy |
2,095
+1
| +0% | +$382 | 0.35% | 33 |
|
|
2024
Q2 | $619K | Sell |
2,094
-26
| -1% | -$7.69K | 0.28% | 36 |
|
|
2024
Q1 | $679K | Buy |
+2,120
| New | +$679K | 0.3% | 38 |
|