Cardinal Strategic Wealth Guidance’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 | $990K | Sell |
2,884
-6
| -0.2% | -$2.06K | 0.29% | 26 |
|
|
2025
Q1 | $1.01M | Hold |
2,890
| – | – | 0.32% | 25 |
|
|
2024
Q4 | $982K | Hold |
2,890
| – | – | 0.31% | 27 |
|
|
2024
Q3 | $1.1M | Hold |
2,890
| – | – | 0.36% | 23 |
|
|
2024
Q2 | $862K | Hold |
2,890
| – | – | 0.31% | 26 |
|
|
2024
Q1 | $1M | Sell |
2,890
-16
| -0.6% | -$5.56K | 0.38% | 23 |
|
|
2023
Q4 | $906K | Hold |
2,906
| – | – | 0.36% | 27 |
|
|
2023
Q3 | $741K | Sell |
2,906
-23
| -0.8% | -$5.87K | 0.34% | 31 |
|
|
2023
Q2 | $778K | Sell |
2,929
-72
| -2% | -$19.1K | 0.35% | 29 |
|
|
2023
Q1 | $675K | Sell |
3,001
-5
| -0.2% | -$1.12K | 0.31% | 31 |
|
|
2022
Q4 | $713K | Hold |
3,006
| – | – | 0.34% | 38 |
|
|
2022
Q3 | $615K | Hold |
3,006
| – | – | 0.33% | 33 |
|
|
2022
Q2 | $673K | Hold |
3,006
| – | – | 0.34% | 35 |
|
|
2022
Q1 | $750K | Sell |
3,006
-20
| -0.7% | -$4.99K | 0.34% | 39 |
|
|
2021
Q4 | $1.07M | Sell |
3,026
-75
| -2% | -$26.4K | 0.5% | 32 |
|
|
2021
Q3 | $867K | Sell |
3,101
-64
| -2% | -$17.9K | 0.45% | 36 |
|
|
2021
Q2 | $862K | Hold |
3,165
| – | – | 0.45% | 33 |
|
|
2021
Q1 | $779K | Sell |
3,165
-21
| -0.7% | -$5.17K | 0.46% | 35 |
|
|
2020
Q4 | $780K | Hold |
3,186
| – | – | 0.46% | 26 |
|
|
2020
Q3 | $740K | Hold |
3,186
| – | – | 0.52% | 24 |
|
|
2020
Q2 | $614K | Sell |
3,186
-78
| -2% | -$15K | 0.46% | 28 |
|
|
2020
Q1 | $500K | Sell |
3,264
-45
| -1% | -$6.89K | 0.46% | 30 |
|
|
2019
Q4 | $644K | Buy |
+3,309
| New | +$644K | 0.55% | 32 |
|