Belpointe Asset 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 | – | Sell |
-664
| Closed | -$232K | – | 1016 |
|
|
2025
Q1 | $232K | Buy |
664
+24
| +4% | +$8.38K | 0.01% | 805 |
|
|
2024
Q4 | $237K | Sell |
640
-36
| -5% | -$13.3K | 0.01% | 746 |
|
|
2024
Q3 | $258K | Buy |
+676
| New | +$258K | 0.02% | 714 |
|
|
2023
Q2 | – | Sell |
-1,374
| Closed | -$309K | – | 2896 |
|
|
2023
Q1 | $309K | Sell |
1,374
-183
| -12% | -$41.1K | 0.02% | 741 |
|
|
2022
Q4 | $369K | Sell |
1,557
-678
| -30% | -$161K | 0.02% | 654 |
|
|
2022
Q3 | $457K | Buy |
2,235
+675
| +43% | +$138K | 0.03% | 536 |
|
|
2022
Q2 | $350K | Buy |
1,560
+757
| +94% | +$170K | 0.02% | 621 |
|
|
2022
Q1 | $201K | Buy |
803
+26
| +3% | +$6.51K | 0.01% | 908 |
|
|
2021
Q4 | $274K | Buy |
777
+112
| +17% | +$39.5K | 0.02% | 752 |
|
|
2021
Q3 | $187K | Buy |
+665
| New | +$187K | 0.01% | 881 |
|
|
2017
Q4 | – | Sell |
-3,180
| Closed | -$380K | – | 493 |
|
|
2017
Q3 | $380K | Buy |
+3,180
| New | +$380K | 0.09% | 266 |
|