Beacon Financial Advisory’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 | $261K | Sell |
760
-18
| -2% | -$6.18K | 0.07% | 295 |
|
|
2025
Q1 | $272K | Buy |
778
+51
| +7% | +$17.8K | 0.08% | 255 |
|
|
2024
Q4 | $247K | Buy |
727
+3
| +0.4% | +$1.02K | 0.08% | 256 |
|
|
2024
Q3 | $276K | Buy |
724
+9
| +1% | +$3.43K | 0.09% | 230 |
|
|
2024
Q2 | $213K | Buy |
715
+2
| +0.3% | +$597 | 0.08% | 261 |
|
|
2024
Q1 | $248K | Sell |
713
-518
| -42% | -$180K | 0.12% | 208 |
|
|
2023
Q4 | $384K | Buy |
1,231
+1
| +0.1% | +$312 | 0.19% | 152 |
|
|
2023
Q3 | $314K | Buy |
1,230
+169
| +16% | +$43.1K | 0.17% | 160 |
|
|
2023
Q2 | $282K | Buy |
1,061
+101
| +11% | +$26.8K | 0.16% | 171 |
|
|
2023
Q1 | $216K | Sell |
960
-98
| -9% | -$22K | 0.14% | 188 |
|
|
2022
Q4 | $251K | Buy |
1,058
+1
| +0.1% | +$237 | 0.18% | 157 |
|
|
2022
Q3 | $216K | Sell |
1,057
-146
| -12% | -$29.8K | 0.15% | 170 |
|
|
2022
Q2 | $269K | Sell |
1,203
-148
| -11% | -$33.1K | 0.15% | 173 |
|
|
2022
Q1 | $337K | Buy |
1,351
+90
| +7% | +$22.5K | 0.16% | 159 |
|
|
2021
Q4 | $444K | Buy |
1,261
+11
| +0.9% | +$3.87K | 0.21% | 140 |
|
|
2021
Q3 | $350K | Buy |
1,250
+11
| +0.9% | +$3.08K | 0.18% | 154 |
|
|
2021
Q2 | $338K | Buy |
1,239
+18
| +1% | +$4.91K | 0.18% | 152 |
|
|
2021
Q1 | $300K | Buy |
1,221
+141
| +13% | +$34.6K | 0.17% | 149 |
|
|
2020
Q4 | $264K | Buy |
1,080
+45
| +4% | +$11K | 0.17% | 157 |
|
|
2020
Q3 | $240K | Buy |
+1,035
| New | +$240K | 0.21% | 146 |
|