Beaird Harris Wealth Management’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 | $2.57M | Buy |
7,494
+2
| +0% | +$687 | 0.2% | 48 |
|
|
2025
Q1 | $2.62M | Hold |
7,492
| – | – | 0.22% | 43 |
|
|
2024
Q4 | $2.55M | Hold |
7,492
| – | – | 0.22% | 46 |
|
|
2024
Q3 | $2.86M | Sell |
7,492
-5,078
| -40% | -$1.94M | 0.25% | 41 |
|
|
2024
Q2 | $3.75M | Sell |
12,570
-82
| -0.6% | -$24.5K | 0.35% | 36 |
|
|
2024
Q1 | $4.39M | Sell |
12,652
-2,498
| -16% | -$868K | 0.43% | 32 |
|
|
2023
Q4 | $4.73M | Buy |
15,150
+1,806
| +14% | +$563K | 0.5% | 31 |
|
|
2023
Q3 | $3.4M | Hold |
13,344
| – | – | 0.41% | 32 |
|
|
2023
Q2 | $3.54M | Hold |
13,344
| – | – | 0.42% | 31 |
|
|
2023
Q1 | $3M | Sell |
13,344
-15
| -0.1% | -$3.37K | 0.54% | 28 |
|
|
2022
Q4 | $3.17M | Buy |
13,359
+15
| +0.1% | +$3.56K | 0.59% | 26 |
|
|
2022
Q3 | $2.73M | Buy |
13,344
+5,778
| +76% | +$1.18M | 0.6% | 27 |
|
|
2022
Q2 | $1.69M | Sell |
7,566
-5,797
| -43% | -$1.3M | 0.47% | 26 |
|
|
2022
Q1 | $3.34M | Sell |
13,363
-38
| -0.3% | -$9.49K | 1.21% | 15 |
|
|
2021
Q4 | $4.72M | Buy |
+13,401
| New | +$4.72M | 1.72% | 7 |
|