Beacon Financial Group’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
$235K Buy
684
+33
+5% +$11.3K 0.02% 311
2025
Q1
$227K Buy
651
+4
+0.6% +$1.4K 0.02% 311
2024
Q4
$220K Sell
647
-23
-3% -$7.82K 0.02% 312
2024
Q3
$256K Buy
+670
New +$256K 0.03% 296