Baldwin Wealth Partners’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 | $13.2M | Sell |
38,300
-409
| -1% | -$140K | 0.89% | 33 |
|
|
2025
Q1 | $13.5M | Buy |
38,709
+264
| +0.7% | +$92.2K | 0.95% | 33 |
|
|
2024
Q4 | $13.1M | Buy |
38,445
+1,919
| +5% | +$652K | 0.9% | 33 |
|
|
2024
Q3 | $13.9M | Buy |
36,526
+578
| +2% | +$221K | 0.95% | 31 |
|
|
2024
Q2 | $10.7M | Sell |
35,948
-2,142
| -6% | -$639K | 0.84% | 36 |
|
|
2024
Q1 | $13.2M | Buy |
38,090
+278
| +0.7% | +$96.6K | 1% | 34 |
|
|
2023
Q4 | $11.8M | Buy |
37,812
+6,442
| +21% | +$2.01M | 0.93% | 37 |
|
|
2023
Q3 | $8M | Sell |
31,370
-70
| -0.2% | -$17.9K | 0.69% | 46 |
|
|
2023
Q2 | $8.35M | Buy |
31,440
+31,370
| +44,814% | +$8.33M | 0.68% | 47 |
|
|
2023
Q1 | $15.7K | Hold |
70
| – | – | ﹤0.01% | 575 |
|
|
2022
Q4 | $16.6K | Hold |
70
| – | – | ﹤0.01% | 558 |
|
|
2022
Q3 | $14K | Hold |
70
| – | – | ﹤0.01% | 485 |
|
|
2022
Q2 | $16K | Hold |
70
| – | – | ﹤0.01% | 494 |
|
|
2022
Q1 | $17K | Sell |
70
-155
| -69% | -$37.6K | ﹤0.01% | 493 |
|
|
2021
Q4 | $79K | Hold |
225
| – | – | 0.01% | 300 |
|
|
2021
Q3 | $63K | Hold |
225
| – | – | 0.01% | 320 |
|
|
2021
Q2 | $61K | Hold |
225
| – | – | 0.01% | 334 |
|
|
2021
Q1 | $55K | Hold |
225
| – | – | 0.01% | 332 |
|
|
2020
Q4 | $55K | Hold |
225
| – | – | 0.01% | 308 |
|
|
2020
Q3 | $52K | Hold |
225
| – | – | 0.01% | 294 |
|
|
2020
Q2 | $43K | Hold |
225
| – | – | 0.01% | 312 |
|
|
2020
Q1 | $34K | Hold |
225
| – | – | 0.01% | 319 |
|
|
2019
Q4 | $44K | Hold |
225
| – | – | 0.01% | 331 |
|
|
2019
Q3 | $41K | Hold |
225
| – | – | 0.01% | 331 |
|
|
2019
Q2 | $34K | Hold |
225
| – | – | 0.01% | 350 |
|
|
2019
Q1 | $32K | Hold |
225
| – | – | ﹤0.01% | 349 |
|
|
2018
Q4 | $30K | Hold |
225
| – | – | 0.01% | 337 |
|
|
2018
Q3 | $34K | Hold |
225
| – | – | ﹤0.01% | 353 |
|
|
2018
Q2 | $31K | Hold |
225
| – | – | ﹤0.01% | 357 |
|
|
2018
Q1 | $29K | Buy |
+225
| New | +$29K | ﹤0.01% | 351 |
|