Bartlett & Co 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 | $1.12M | Sell |
3,257
-2
| -0.1% | -$687 | 0.02% | 246 |
|
|
2025
Q1 | $1.14M | Buy |
3,259
+13
| +0.4% | +$4.54K | 0.02% | 241 |
|
|
2024
Q4 | $1.1M | Hold |
3,246
| – | – | 0.02% | 241 |
|
|
2024
Q3 | $1.24M | Buy |
3,246
+9
| +0.3% | +$3.44K | 0.02% | 234 |
|
|
2024
Q2 | $966K | Buy |
3,237
+27
| +0.8% | +$8.06K | 0.01% | 258 |
|
|
2024
Q1 | $1.11M | Sell |
3,210
-51
| -2% | -$17.7K | 0.02% | 252 |
|
|
2023
Q4 | $1.02M | Buy |
3,261
+51
| +2% | +$16K | 0.02% | 272 |
|
|
2023
Q3 | $819K | Sell |
3,210
-54
| -2% | -$13.8K | 0.01% | 289 |
|
|
2023
Q2 | $867K | Hold |
3,264
| – | – | 0.02% | 286 |
|
|
2023
Q1 | $734K | Hold |
3,264
| – | – | 0.01% | 252 |
|
|
2022
Q4 | $775K | Buy |
3,264
+201
| +7% | +$47.7K | 0.02% | 244 |
|
|
2022
Q3 | $627K | Buy |
3,063
+12
| +0.4% | +$2.46K | 0.01% | 253 |
|
|
2022
Q2 | $683K | Buy |
3,051
+18
| +0.6% | +$4.03K | 0.01% | 248 |
|
|
2022
Q1 | $757K | Sell |
3,033
-300
| -9% | -$74.9K | 0.01% | 248 |
|
|
2021
Q4 | $1.17M | Buy |
3,333
+2,133
| +178% | +$751K | 0.02% | 221 |
|
|
2021
Q3 | $336K | Sell |
1,200
-9
| -0.7% | -$2.52K | 0.01% | 297 |
|
|
2021
Q2 | $329K | Hold |
1,209
| – | – | 0.01% | 291 |
|
|
2021
Q1 | $297K | Hold |
1,209
| – | – | 0.01% | 299 |
|
|
2020
Q4 | $296K | Buy |
1,209
+9
| +0.8% | +$2.21K | 0.01% | 297 |
|
|
2020
Q3 | $279K | Hold |
1,200
| – | – | 0.01% | 280 |
|
|
2020
Q2 | $231K | Sell |
1,200
-39
| -3% | -$7.51K | 0.01% | 298 |
|
|
2020
Q1 | $190K | Buy |
1,239
+39
| +3% | +$5.97K | 0.01% | 299 |
|
|
2019
Q4 | $233K | Hold |
1,200
| – | – | 0.01% | 317 |
|
|
2019
Q3 | $220K | Buy |
1,200
+1,188
| +9,900% | +$218K | 0.01% | 317 |
|
|
2019
Q2 | $1.83K | Buy |
+12
| New | +$1.83K | ﹤0.01% | 681 |
|