Beacon Financial Advisory’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $263K | Sell |
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|
2025
Q2 | $261K | Sell |
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|
2025
Q1 | $272K | Buy |
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|
2024
Q4 | $247K | Buy |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $213K | Buy |
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|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $384K | Buy |
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|
2023
Q3 | $314K | Buy |
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|
2023
Q2 | $282K | Buy |
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|
2023
Q1 | $216K | Sell |
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|
2022
Q4 | $251K | Buy |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $269K | Sell |
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|
2022
Q1 | $337K | Buy |
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|
2021
Q4 | $444K | Buy |
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|
2021
Q3 | $350K | Buy |
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|
2021
Q2 | $338K | Buy |
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|
2021
Q1 | $300K | Buy |
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|
2020
Q4 | $264K | Buy |
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|
2020
Q3 | $240K | Buy |
|