CWP
CFM Wealth Partners’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.13M | Buy |
17,859
+661
| +4% | +$227K | 0.98% | 27 |
|
|
2025
Q1 | $6.01M | Buy |
17,198
+326
| +2% | +$114K | 1.06% | 26 |
|
|
2024
Q4 | $5.74M | Buy |
16,872
+94
| +0.6% | +$32K | 0.97% | 27 |
|
|
2024
Q3 | $6.4M | Buy |
16,778
+250
| +2% | +$95.4K | 1.12% | 24 |
|
|
2024
Q2 | $4.93M | Sell |
16,528
-79
| -0.5% | -$23.6K | 0.91% | 30 |
|
|
2024
Q1 | $5.77M | Sell |
16,607
-48
| -0.3% | -$16.7K | 1.16% | 24 |
|
|
2023
Q4 | $5.19M | Buy |
16,655
+22
| +0.1% | +$6.86K | 1.18% | 22 |
|
|
2023
Q3 | $4.24M | Buy |
16,633
+1,150
| +7% | +$293K | 1.11% | 25 |
|
|
2023
Q2 | $4.11M | Sell |
15,483
-111
| -0.7% | -$29.5K | 1% | 24 |
|
|
2023
Q1 | $3.51M | Buy |
15,594
+185
| +1% | +$41.6K | 0.94% | 28 |
|
|
2022
Q4 | $3.66M | Buy |
15,409
+66
| +0.4% | +$15.7K | 1.09% | 22 |
|
|
2022
Q3 | $3.14M | Sell |
15,343
-704
| -4% | -$144K | 1% | 23 |
|
|
2022
Q2 | $3.59M | Sell |
16,047
-200
| -1% | -$44.8K | 1.08% | 22 |
|
|
2022
Q1 | $4.06M | Sell |
16,247
-564
| -3% | -$141K | 0.97% | 24 |
|
|
2021
Q4 | $5.7M | Buy |
16,811
+1,139
| +7% | +$386K | 1.27% | 18 |
|
|
2021
Q3 | $4.38M | Buy |
15,672
+800
| +5% | +$224K | 1.1% | 22 |
|
|
2021
Q2 | $4.05M | Buy |
14,872
+9,908
| +200% | +$2.7M | 1.08% | 22 |
|
|
2021
Q1 | $3.66M | Buy |
4,964
+130
| +3% | +$95.9K | 1.1% | 22 |
|
|
2020
Q4 | $3.55M | Buy |
4,834
+339
| +8% | +$249K | 1.13% | 22 |
|
|
2020
Q3 | $3.13M | Buy |
4,495
+1,073
| +31% | +$747K | 1.14% | 22 |
|
|
2020
Q2 | $1.98M | Buy |
3,422
+753
| +28% | +$435K | 0.75% | 34 |
|
|
2020
Q1 | $1.23M | Buy |
2,669
+2
| +0.1% | +$919 | 0.57% | 42 |
|
|
2019
Q4 | $1.56M | Buy |
+2,667
| New | +$1.56M | 0.57% | 39 |
|