BerganKDV Wealth Management’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.92K | Sell |
|
|||||
|
2023
Q1 | $6.1K | Hold |
|
|||||
|
2022
Q4 | $6.44K | Sell |
|
|||||
|
2022
Q3 | $6K | Sell |
|
|||||
|
2022
Q2 | $19K | Buy |
|
|||||
|
2022
Q1 | $20K | Sell |
|
|||||
|
2021
Q4 | $29K | Buy |
|
|||||
|
2021
Q3 | $23K | Hold |
|
|||||
|
2021
Q2 | $22K | Hold |
|
|||||
|
2021
Q1 | $20K | Hold |
|
|||||
|
2020
Q4 | $20K | Buy |
|
|||||
|
2020
Q3 | $8K | Hold |
|
|||||
|
2020
Q2 | $7K | Sell |
|
|||||
|
2020
Q1 | $28K | Buy |
|
|||||
|
2019
Q4 | $34K | Buy |
|
|||||
|
2019
Q3 | $27K | Hold |
|
|||||
|
2019
Q2 | $23K | Hold |
|
|||||
|
2019
Q1 | $22K | Hold |
|
|||||
|
2018
Q4 | $20K | Buy |
|
|||||
|
2018
Q3 | $16K | Hold |
|
|||||
|
2018
Q2 | $14K | Buy |
|