Cassaday & Co Wealth Management’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 | $1.78M | Buy |
5,173
+15
| +0.3% | +$5.15K | 0.04% | 88 |
|
|
2025
Q1 | $1.8M | Sell |
5,158
-10
| -0.2% | -$3.49K | 0.05% | 81 |
|
|
2024
Q4 | $1.76M | Sell |
5,168
-6
| -0.1% | -$2.04K | 0.05% | 80 |
|
|
2024
Q3 | $1.97M | Sell |
5,174
-15
| -0.3% | -$5.73K | 0.06% | 71 |
|
|
2024
Q2 | $1.55M | Buy |
5,189
+31
| +0.6% | +$9.25K | 0.05% | 79 |
|
|
2024
Q1 | $1.79M | Buy |
5,158
+28
| +0.5% | +$9.73K | 0.06% | 71 |
|
|
2023
Q4 | $1.6M | Hold |
5,130
| – | – | 0.06% | 69 |
|
|
2023
Q3 | $1.31M | Buy |
5,130
+249
| +5% | +$63.5K | 0.05% | 74 |
|
|
2023
Q2 | $1.3M | Sell |
4,881
-241
| -5% | -$64K | 0.05% | 77 |
|
|
2023
Q1 | $1.15M | Sell |
5,122
-100
| -2% | -$22.5K | 0.05% | 81 |
|
|
2022
Q4 | $1.24M | Buy |
+5,222
| New | +$1.24M | 0.06% | 76 |
|