Beaumont Financial Advisors’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 | $492K | Buy |
1,434
+105
| +8% | +$36.1K | 0.04% | 224 |
|
|
2025
Q1 | $464K | Buy |
1,329
+371
| +39% | +$130K | 0.04% | 232 |
|
|
2024
Q4 | $326K | Buy |
+958
| New | +$326K | 0.02% | 282 |
|
|
2022
Q1 | – | Sell |
-1,692
| Closed | -$596K | – | 379 |
|
|
2021
Q4 | $596K | Hold |
1,692
| – | – | 0.04% | 187 |
|
|
2021
Q3 | $473K | Hold |
1,692
| – | – | 0.04% | 208 |
|
|
2021
Q2 | $461K | Hold |
1,692
| – | – | 0.04% | 222 |
|
|
2021
Q1 | $416K | Buy |
1,692
+600
| +55% | +$148K | 0.04% | 221 |
|
|
2020
Q4 | $268K | Buy |
1,092
+3
| +0.3% | +$736 | 0.02% | 287 |
|
|
2020
Q3 | $253K | Buy |
1,089
+36
| +3% | +$8.36K | 0.02% | 279 |
|
|
2020
Q2 | $203K | Buy |
+1,053
| New | +$203K | 0.02% | 269 |
|
|
2020
Q1 | – | Sell |
-1,035
| Closed | -$201K | – | 279 |
|
|
2019
Q4 | $201K | Buy |
+1,035
| New | +$201K | 0.02% | 269 |
|