Capital Investment Advisors’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 | $726K | Buy |
2,114
+934
| +79% | +$321K | 0.01% | 387 |
|
2025
Q1 | $412K | Buy |
1,180
+443
| +60% | +$155K | 0.01% | 469 |
|
2024
Q4 | $251K | Buy |
737
+39
| +6% | +$13.3K | 0.01% | 561 |
|
2024
Q3 | $266K | Sell |
698
-33
| -5% | -$12.6K | 0.01% | 547 |
|
2024
Q2 | $218K | Buy |
731
+48
| +7% | +$14.3K | ﹤0.01% | 575 |
|
2024
Q1 | $237K | Buy |
+683
| New | +$237K | 0.01% | 543 |
|
2023
Q1 | – | Sell |
-925
| Closed | -$219K | – | 597 |
|
2022
Q4 | $219K | Buy |
+925
| New | +$219K | 0.01% | 510 |
|