Buckingham Strategic Wealth’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.59M | Sell |
12,046
-3,229
| -21% | -$964K | 0.04% | 174 |
|
|
2024
Q1 | $5.31M | Buy |
15,275
+9,019
| +144% | +$3.13M | 0.06% | 143 |
|
|
2023
Q4 | $1.95M | Buy |
6,256
+81
| +1% | +$25.3K | 0.02% | 236 |
|
|
2023
Q3 | $1.57M | Sell |
6,175
-101
| -2% | -$25.8K | 0.02% | 238 |
|
|
2023
Q2 | $1.67M | Sell |
6,276
-175
| -3% | -$46.5K | 0.02% | 231 |
|
|
2023
Q1 | $1.53M | Hold |
6,451
| – | – | 0.03% | 215 |
|
|
2022
Q4 | $1.53M | Sell |
6,451
-165
| -2% | -$39.2K | 0.03% | 216 |
|
|
2022
Q3 | $1.36M | Sell |
6,616
-614
| -8% | -$126K | 0.03% | 218 |
|
|
2022
Q2 | $1.62M | Sell |
7,230
-22
| -0.3% | -$4.93K | 0.03% | 198 |
|
|
2022
Q1 | $1.81M | Buy |
7,252
+378
| +5% | +$94.3K | 0.04% | 190 |
|
|
2021
Q4 | $2.42M | Buy |
6,874
+372
| +6% | +$131K | 0.05% | 163 |
|
|
2021
Q3 | $1.82M | Buy |
6,502
+24
| +0.4% | +$6.71K | 0.04% | 183 |
|
|
2021
Q2 | $1.77M | Sell |
6,478
-188
| -3% | -$51.2K | 0.04% | 184 |
|
|
2021
Q1 | $1.64M | Sell |
6,666
-42
| -0.6% | -$10.3K | 0.08% | 173 |
|
|
2020
Q4 | $1.64M | Buy |
+6,708
| New | +$1.64M | 0.09% | 170 |
|
|
2020
Q3 | – | Sell |
-1,257
| Closed | -$242K | – | 492 |
|
|
2020
Q2 | $242K | Sell |
1,257
-210
| -14% | -$40.4K | 0.02% | 353 |
|
|
2020
Q1 | $225K | Buy |
1,467
+3
| +0.2% | +$460 | 0.02% | 405 |
|
|
2019
Q4 | $285K | Buy |
1,464
+63
| +4% | +$12.3K | 0.03% | 368 |
|
|
2019
Q3 | $257K | Sell |
1,401
-36
| -3% | -$6.6K | 0.03% | 356 |
|
|
2019
Q2 | $220K | Sell |
1,437
-870
| -38% | -$133K | 0.02% | 400 |
|
|
2019
Q1 | $331K | Sell |
2,307
-48
| -2% | -$6.89K | 0.04% | 295 |
|
|
2018
Q4 | $309K | Sell |
2,355
-510
| -18% | -$66.9K | 0.05% | 258 |
|
|
2018
Q3 | $435K | Hold |
2,865
| – | – | 0.07% | 210 |
|
|
2018
Q2 | $389K | Buy |
2,865
+1,137
| +66% | +$154K | 0.06% | 224 |
|
|
2018
Q1 | $226K | Sell |
1,728
-54
| -3% | -$7.06K | 0.04% | 278 |
|
|
2017
Q4 | $244K | Buy |
+1,782
| New | +$244K | 0.05% | 265 |
|