Catalyst Financial Partners’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 | $325K | Buy |
946
+45
| +5% | +$15.5K | 0.04% | 221 |
|
2025
Q1 | $315K | Buy |
901
+74
| +9% | +$25.8K | 0.06% | 208 |
|
2024
Q4 | $281K | Buy |
827
+50
| +6% | +$17K | 0.05% | 216 |
|
2024
Q3 | $297K | Sell |
777
-30
| -4% | -$11.5K | 0.06% | 203 |
|
2024
Q2 | $241K | Buy |
807
+94
| +13% | +$28.1K | 0.05% | 218 |
|
2024
Q1 | $221K | Buy |
713
+29
| +4% | +$9K | 0.06% | 211 |
|
2023
Q4 | $213K | Buy |
+684
| New | +$213K | 0.06% | 208 |
|