Bay Harbor 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 | $3.09K | Buy |
9
+4
| +80% | +$1.37K | ﹤0.01% | 230 |
|
|
2025
Q1 | $1.75K | Buy |
+5
| New | +$1.75K | ﹤0.01% | 207 |
|
|
2021
Q1 | – | Sell |
-15
| Closed | -$4K | – | 387 |
|
|
2020
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 300 |
|
|
2020
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 296 |
|
|
2020
Q2 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 270 |
|