Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $79.2K | Buy |
233
+5
| +2% | +$1.7K | 0.03% | 171 |
|
|
2024
Q3 | $87K | Hold |
228
| – | – | 0.03% | 162 |
|
|
2024
Q2 | $68K | Hold |
228
| – | – | 0.03% | 175 |
|
|
2024
Q1 | $79.2K | Hold |
228
| – | – | 0.04% | 174 |
|
|
2023
Q4 | $71.1K | Hold |
228
| – | – | 0.04% | 177 |
|
|
2023
Q3 | $58.2K | Hold |
228
| – | – | 0.03% | 183 |
|
|
2023
Q2 | $60.5K | Hold |
228
| – | – | 0.03% | 177 |
|
|
2023
Q1 | $51.2K | Sell |
228
-18
| -7% | -$4.05K | 0.02% | 196 |
|
|
2022
Q4 | $58.4K | Buy |
+246
| New | +$58.4K | 0.04% | 180 |
|
|
2022
Q1 | – | Sell |
-234
| Closed | -$82K | – | 510 |
|
|
2021
Q4 | $82K | Buy |
+234
| New | +$82K | 0.05% | 153 |
|