BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.92K | Sell |
11
-16
| -59% | -$4.25K | ﹤0.01% | 656 |
|
|
2023
Q1 | $6.1K | Hold |
27
| – | – | ﹤0.01% | 665 |
|
|
2022
Q4 | $6.44K | Sell |
27
-2
| -7% | -$477 | ﹤0.01% | 638 |
|
|
2022
Q3 | $6K | Sell |
29
-55
| -65% | -$11.4K | ﹤0.01% | 660 |
|
|
2022
Q2 | $19K | Buy |
84
+3
| +4% | +$679 | ﹤0.01% | 502 |
|
|
2022
Q1 | $20K | Sell |
81
-1
| -1% | -$247 | ﹤0.01% | 515 |
|
|
2021
Q4 | $29K | Buy |
82
+1
| +1% | +$354 | ﹤0.01% | 491 |
|
|
2021
Q3 | $23K | Hold |
81
| – | – | ﹤0.01% | 510 |
|
|
2021
Q2 | $22K | Hold |
81
| – | – | ﹤0.01% | 506 |
|
|
2021
Q1 | $20K | Hold |
81
| – | – | ﹤0.01% | 487 |
|
|
2020
Q4 | $20K | Buy |
81
+45
| +125% | +$11.1K | ﹤0.01% | 479 |
|
|
2020
Q3 | $8K | Hold |
36
| – | – | ﹤0.01% | 537 |
|
|
2020
Q2 | $7K | Sell |
36
-147
| -80% | -$28.6K | ﹤0.01% | 591 |
|
|
2020
Q1 | $28K | Buy |
183
+9
| +5% | +$1.38K | 0.01% | 387 |
|
|
2019
Q4 | $34K | Buy |
174
+24
| +16% | +$4.69K | 0.01% | 388 |
|
|
2019
Q3 | $27K | Hold |
150
| – | – | 0.01% | 395 |
|
|
2019
Q2 | $23K | Hold |
150
| – | – | ﹤0.01% | 412 |
|
|
2019
Q1 | $22K | Hold |
150
| – | – | ﹤0.01% | 427 |
|
|
2018
Q4 | $20K | Buy |
150
+45
| +43% | +$6K | ﹤0.01% | 399 |
|
|
2018
Q3 | $16K | Hold |
105
| – | – | ﹤0.01% | 438 |
|
|
2018
Q2 | $14K | Buy |
+105
| New | +$14K | ﹤0.01% | 459 |
|