Briaud Financial Planning’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 | $144K | Sell |
420
-53
| -11% | -$18.2K | 0.06% | 53 |
|
|
2025
Q1 | $165K | Sell |
473
-22
| -4% | -$7.67K | 0.07% | 41 |
|
|
2024
Q4 | $168K | Hold |
495
| – | – | 0.07% | 35 |
|
|
2024
Q3 | $188K | Hold |
495
| – | – | 0.1% | 30 |
|
|
2024
Q2 | $147K | Hold |
495
| – | – | 0.08% | 29 |
|
|
2024
Q1 | $172K | Buy |
+495
| New | +$172K | 0.1% | 25 |
|
|
2023
Q4 | – | Sell |
-495
| Closed | -$126K | – | 137 |
|
|
2023
Q3 | $126K | Buy |
+495
| New | +$126K | 0.1% | 29 |
|
|
2021
Q1 | – | Sell |
-5,871
| Closed | -$1.44K | – | 23 |
|
|
2020
Q4 | $1.44K | Buy |
5,871
+2,934
| +100% | +$719 | 0.92% | 9 |
|
|
2020
Q3 | $668K | Buy |
+2,937
| New | +$668K | 0.48% | 8 |
|