Beverly Hills Private Wealth’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 | $205K | Hold |
597
| – | – | 0.04% | 321 |
|
|
2025
Q1 | $208K | Sell |
597
-8
| -1% | -$2.79K | 0.04% | 326 |
|
|
2024
Q4 | $206K | Hold |
605
| – | – | 0.04% | 319 |
|
|
2024
Q3 | $231K | Buy |
+605
| New | +$231K | 0.05% | 308 |
|
|
2024
Q2 | – | Sell |
-600
| Closed | -$208K | – | 362 |
|
|
2024
Q1 | $208K | Buy |
+600
| New | +$208K | 0.05% | 339 |
|