Bell Investment 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 | $22.7K | Buy |
66
+5
| +8% | +$1.72K | ﹤0.01% | 394 |
|
2025
Q1 | $21.3K | Buy |
61
+1
| +2% | +$349 | ﹤0.01% | 369 |
|
2024
Q4 | $20.4K | Sell |
60
-2
| -3% | -$680 | ﹤0.01% | 382 |
|
2024
Q3 | $23.7K | Buy |
62
+3
| +5% | +$1.15K | ﹤0.01% | 357 |
|
2024
Q2 | $17.6K | Sell |
59
-4
| -6% | -$1.19K | ﹤0.01% | 423 |
|
2024
Q1 | $21.9K | Buy |
63
+4
| +7% | +$1.39K | ﹤0.01% | 361 |
|
2023
Q4 | $18.4K | Buy |
59
+1
| +2% | +$312 | ﹤0.01% | 372 |
|
2023
Q3 | $14.8K | Sell |
58
-15
| -21% | -$3.83K | ﹤0.01% | 383 |
|
2023
Q2 | $19.4K | Buy |
73
+4
| +6% | +$1.06K | ﹤0.01% | 321 |
|
2023
Q1 | $15.5K | Sell |
69
-17
| -20% | -$3.82K | ﹤0.01% | 356 |
|
2022
Q4 | $20.4K | Buy |
86
+52
| +153% | +$12.3K | 0.01% | 298 |
|
2022
Q3 | $7K | Sell |
34
-70
| -67% | -$14.4K | ﹤0.01% | 548 |
|
2022
Q2 | $23K | Buy |
+104
| New | +$23K | 0.01% | 241 |
|
2021
Q4 | $25K | Sell |
70
-21
| -23% | -$7.5K | 0.01% | 269 |
|
2021
Q3 | $25K | Buy |
+91
| New | +$25K | 0.01% | 242 |
|