BWM
BCS Wealth Management’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
3,766
+27
| +0.7% | +$9.27K | 0.28% | 70 |
|
|
2025
Q1 | $1.31M | Hold |
3,739
| – | – | 0.34% | 68 |
|
|
2024
Q4 | $1.27M | Buy |
+3,739
| New | +$1.27M | 0.32% | 69 |
|
|
2024
Q2 | – | Sell |
-3,739
| Closed | -$1.3M | – | 217 |
|
|
2024
Q1 | $1.3M | Hold |
3,739
| – | – | 0.42% | 55 |
|
|
2023
Q4 | $1.17M | Hold |
3,739
| – | – | 0.43% | 58 |
|
|
2023
Q3 | $954K | Buy |
+3,739
| New | +$954K | 0.4% | 61 |
|
|
2023
Q1 | – | Sell |
-3,239
| Closed | -$769K | – | 193 |
|
|
2022
Q4 | $769K | Hold |
3,239
| – | – | 0.32% | 79 |
|
|
2022
Q3 | $663K | Sell |
3,239
-75
| -2% | -$15.4K | 0.31% | 82 |
|
|
2022
Q2 | $742K | Buy |
3,314
+75
| +2% | +$16.8K | 0.33% | 72 |
|
|
2022
Q1 | $809K | Sell |
3,239
-75
| -2% | -$18.7K | 0.34% | 71 |
|
|
2021
Q4 | $1.17M | Buy |
3,314
+75
| +2% | +$26.4K | 0.42% | 55 |
|
|
2021
Q3 | $906K | Sell |
3,239
-193
| -6% | -$54K | 0.38% | 57 |
|
|
2021
Q2 | $935K | Buy |
3,432
+2,288
| +200% | +$623K | 0.5% | 46 |
|
|
2021
Q1 | $844K | Hold |
1,144
| – | – | 0.4% | 55 |
|
|
2020
Q4 | $841K | Hold |
1,144
| – | – | 0.44% | 53 |
|
|
2020
Q3 | $797K | Sell |
1,144
-100
| -8% | -$69.7K | 0.45% | 48 |
|
|
2020
Q2 | $719K | Hold |
1,244
| – | – | 0.43% | 51 |
|
|
2020
Q1 | $572K | Hold |
1,244
| – | – | 0.4% | 51 |
|
|
2019
Q4 | $726K | Buy |
+1,244
| New | +$726K | 0.48% | 45 |
|