BDO Wealth Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $116K | Buy |
436
+45
| +12% | +$12K | 0.01% | 321 |
|
|
2023
Q1 | $87.9K | Buy |
391
+255
| +188% | +$57.3K | 0.01% | 343 |
|
|
2022
Q4 | $32.3K | Hold |
136
| – | – | ﹤0.01% | 485 |
|
|
2022
Q3 | $28K | Sell |
136
-15
| -10% | -$3.09K | ﹤0.01% | 505 |
|
|
2022
Q2 | $34K | Sell |
151
-21
| -12% | -$4.73K | ﹤0.01% | 475 |
|
|
2022
Q1 | $43K | Hold |
172
| – | – | ﹤0.01% | 461 |
|
|
2021
Q4 | $61K | Buy |
172
+31
| +22% | +$11K | 0.01% | 418 |
|
|
2021
Q3 | $39K | Hold |
141
| – | – | ﹤0.01% | 485 |
|
|
2021
Q2 | $38K | Sell |
141
-165
| -54% | -$44.5K | ﹤0.01% | 506 |
|
|
2021
Q1 | $25K | Buy |
306
+42
| +16% | +$3.43K | ﹤0.01% | 578 |
|
|
2020
Q4 | $65K | Buy |
264
+219
| +487% | +$53.9K | 0.01% | 332 |
|
|
2020
Q3 | $10K | Buy |
45
+24
| +114% | +$5.33K | ﹤0.01% | 497 |
|
|
2020
Q2 | $4K | Hold |
21
| – | – | ﹤0.01% | 582 |
|
|
2020
Q1 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 653 |
|