Carson Wealth (CWM LLC)’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 | $3.46M | Buy |
10,063
+1,940
| +24% | +$666K | 0.01% | 718 |
|
|
2025
Q1 | $2.84M | Sell |
8,123
-684
| -8% | -$239K | 0.01% | 711 |
|
|
2024
Q4 | $2.99M | Buy |
8,807
+67
| +0.8% | +$22.8K | 0.01% | 632 |
|
|
2024
Q3 | $3.34M | Buy |
8,740
+1,198
| +16% | +$457K | 0.01% | 551 |
|
|
2024
Q2 | $2.25M | Buy |
7,542
+598
| +9% | +$178K | 0.01% | 621 |
|
|
2024
Q1 | $2.41M | Buy |
6,944
+668
| +11% | +$232K | 0.01% | 571 |
|
|
2023
Q4 | $1.96M | Buy |
6,276
+547
| +10% | +$171K | 0.01% | 578 |
|
|
2023
Q3 | $1.46M | Buy |
5,729
+441
| +8% | +$112K | 0.01% | 618 |
|
|
2023
Q2 | $1.4M | Buy |
5,288
+205
| +4% | +$54.4K | 0.01% | 603 |
|
|
2023
Q1 | $1.14M | Buy |
5,083
+537
| +12% | +$121K | 0.01% | 630 |
|
|
2022
Q4 | $1.08M | Buy |
4,546
+1,162
| +34% | +$276K | 0.01% | 592 |
|
|
2022
Q3 | $693K | Buy |
3,384
+589
| +21% | +$121K | 0.01% | 658 |
|
|
2022
Q2 | $626K | Buy |
2,795
+514
| +23% | +$115K | ﹤0.01% | 673 |
|
|
2022
Q1 | $569K | Buy |
2,281
+324
| +17% | +$80.8K | ﹤0.01% | 688 |
|
|
2021
Q4 | $689K | Buy |
+1,957
| New | +$689K | ﹤0.01% | 648 |
|
|
2021
Q2 | $250K | Sell |
919
-1,838
| -67% | -$500K | ﹤0.01% | 831 |
|
|
2021
Q1 | $250K | Hold |
2,757
| – | – | ﹤0.01% | 831 |
|
|
2020
Q4 | $250K | Hold |
2,757
| – | – | ﹤0.01% | 831 |
|
|
2020
Q3 | $250K | Hold |
2,757
| – | – | ﹤0.01% | 831 |
|
|
2020
Q2 | $250K | Hold |
2,757
| – | – | ﹤0.01% | 831 |
|
|
2020
Q1 | $250K | Hold |
2,757
| – | – | ﹤0.01% | 831 |
|
|
2019
Q4 | $250K | Hold |
2,757
| – | – | ﹤0.01% | 831 |
|
|
2019
Q3 | $250K | Hold |
2,757
| – | – | ﹤0.01% | 831 |
|
|
2019
Q2 | $250K | Hold |
2,757
| – | – | ﹤0.01% | 831 |
|
|
2019
Q1 | $250K | Buy |
2,757
+1,815
| +193% | +$165K | ﹤0.01% | 831 |
|
|
2018
Q4 | $124K | Buy |
942
+102
| +12% | +$13.4K | ﹤0.01% | 687 |
|
|
2018
Q3 | $127K | Buy |
840
+450
| +115% | +$68K | ﹤0.01% | 581 |
|
|
2018
Q2 | $53K | Buy |
390
+312
| +400% | +$42.4K | ﹤0.01% | 617 |
|
|
2018
Q1 | $10K | Hold |
78
| – | – | ﹤0.01% | 856 |
|
|
2017
Q4 | $11K | Sell |
78
-18
| -19% | -$2.54K | ﹤0.01% | 864 |
|
|
2017
Q3 | $11K | Buy |
96
+9
| +10% | +$1.03K | ﹤0.01% | 867 |
|
|
2017
Q2 | $10K | Buy |
87
+9
| +12% | +$1.03K | ﹤0.01% | 777 |
|
|
2017
Q1 | $8K | Buy |
+78
| New | +$8K | ﹤0.01% | 800 |
|
|
2014
Q1 | – | Sell |
-156
| Closed | -$10K | – | 394 |
|
|
2013
Q4 | $10K | Buy |
156
+9
| +6% | +$577 | ﹤0.01% | 411 |
|
|
2013
Q3 | $9K | Buy |
+147
| New | +$9K | ﹤0.01% | 329 |
|