Carolinas Wealth Consulting’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 | – | Sell |
-259
| Closed | -$90.5K | – | 780 |
|
|
2025
Q1 | $90.5K | Hold |
259
| – | – | 0.02% | 259 |
|
|
2024
Q4 | $87.8K | Sell |
259
-2
| -0.8% | -$678 | 0.02% | 272 |
|
|
2024
Q3 | $99.6K | Buy |
261
+3
| +1% | +$1.14K | 0.02% | 263 |
|
|
2024
Q2 | $77K | Sell |
258
-1
| -0.4% | -$298 | 0.01% | 300 |
|
|
2024
Q1 | $89.9K | Buy |
259
+202
| +354% | +$70.1K | 0.02% | 279 |
|
|
2023
Q4 | $17.7K | Hold |
57
| – | – | ﹤0.01% | 465 |
|
|
2023
Q3 | $13.5K | Buy |
57
+4
| +8% | +$949 | ﹤0.01% | 485 |
|
|
2023
Q2 | $13.9K | Sell |
53
-34
| -39% | -$8.95K | ﹤0.01% | 545 |
|
|
2023
Q1 | $19.5K | Buy |
87
+10
| +13% | +$2.24K | ﹤0.01% | 504 |
|
|
2022
Q4 | $18.2K | Buy |
77
+7
| +10% | +$1.65K | ﹤0.01% | 517 |
|
|
2022
Q3 | $14K | Buy |
70
+1
| +1% | +$200 | ﹤0.01% | 510 |
|
|
2022
Q2 | $16K | Hold |
69
| – | – | ﹤0.01% | 497 |
|
|
2022
Q1 | $17K | Buy |
69
+18
| +35% | +$4.44K | ﹤0.01% | 518 |
|
|
2021
Q4 | $18K | Buy |
51
+11
| +28% | +$3.88K | ﹤0.01% | 515 |
|
|
2021
Q3 | $11K | Sell |
40
-140
| -78% | -$38.5K | ﹤0.01% | 574 |
|
|
2021
Q2 | $49K | Hold |
180
| – | – | 0.01% | 368 |
|
|
2021
Q1 | $44K | Hold |
180
| – | – | 0.01% | 380 |
|
|
2020
Q4 | $44K | Buy |
180
+27
| +18% | +$6.6K | 0.01% | 361 |
|
|
2020
Q3 | $36K | Buy |
+153
| New | +$36K | 0.01% | 329 |
|