Braun Stacey Associates’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 | $2.51M | Hold |
7,310
| – | – | 0.09% | 91 |
|
2025
Q1 | $2.55M | Buy |
7,310
+2,310
| +46% | +$807K | 0.1% | 93 |
|
2024
Q4 | $1.7M | Buy |
+5,000
| New | +$1.7M | 0.06% | 95 |
|
2021
Q1 | – | Sell |
-3,090
| Closed | -$757K | – | 145 |
|
2020
Q4 | $757K | Sell |
3,090
-675
| -18% | -$165K | 0.03% | 111 |
|
2020
Q3 | $874K | Buy |
3,765
+1,545
| +70% | +$359K | 0.05% | 108 |
|
2020
Q2 | $428K | Buy |
+2,220
| New | +$428K | 0.02% | 113 |
|