Bellwether 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 | $662K | Buy |
1,927
+78
| +4% | +$26.8K | 0.11% | 78 |
|
|
2025
Q1 | $646K | Hold |
1,849
| – | – | 0.13% | 76 |
|
|
2024
Q4 | $629K | Hold |
1,849
| – | – | 0.11% | 86 |
|
|
2024
Q3 | $706K | Hold |
1,849
| – | – | 0.14% | 77 |
|
|
2024
Q2 | $552K | Sell |
1,849
-1
| -0.1% | -$298 | 0.12% | 86 |
|
|
2024
Q1 | $643K | Sell |
1,850
-20
| -1% | -$6.95K | 0.14% | 85 |
|
|
2023
Q4 | $583K | Sell |
1,870
-1,845
| -50% | -$575K | 0.14% | 83 |
|
|
2023
Q3 | $948K | Buy |
3,715
+1,875
| +102% | +$478K | 0.26% | 68 |
|
|
2023
Q2 | $489K | Hold |
1,840
| – | – | 0.14% | 62 |
|
|
2023
Q1 | $414K | Buy |
1,840
+40
| +2% | +$8.99K | 0.11% | 97 |
|
|
2022
Q4 | $427K | Hold |
1,800
| – | – | 0.12% | 98 |
|
|
2022
Q3 | $368K | Hold |
1,800
| – | – | 0.12% | 82 |
|
|
2022
Q2 | $403K | Hold |
1,800
| – | – | 0.13% | 89 |
|
|
2022
Q1 | $449K | Buy |
1,800
+450
| +33% | +$112K | 0.13% | 109 |
|
|
2021
Q4 | $475K | Hold |
1,350
| – | – | 0.15% | 95 |
|
|
2021
Q3 | $377K | Hold |
1,350
| – | – | 0.13% | 123 |
|
|
2021
Q2 | $367K | Sell |
1,350
-450
| -25% | -$122K | 0.13% | 106 |
|
|
2021
Q1 | $442K | Hold |
1,800
| – | – | 0.18% | 81 |
|
|
2020
Q4 | $440K | Buy |
+1,800
| New | +$440K | 0.19% | 76 |
|