Chicago Partners Investment Group’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
$845K Buy
2,463
+651
+36% +$223K 0.02% 435
2025
Q1
$637K Sell
1,812
-62
-3% -$21.8K 0.02% 455
2024
Q4
$633K Buy
1,874
+33
+2% +$11.1K 0.02% 446
2024
Q3
$668K Buy
1,841
+144
+8% +$52.2K 0.02% 418
2024
Q2
$597K Sell
1,697
-465
-22% -$164K 0.02% 424
2024
Q1
$654K Buy
2,162
+128
+6% +$38.7K 0.03% 391
2023
Q4
$612K Sell
2,034
-68
-3% -$20.5K 0.03% 381
2023
Q3
$502K Buy
2,102
+28
+1% +$6.68K 0.03% 404
2023
Q2
$576K Sell
2,074
-129
-6% -$35.8K 0.03% 385
2023
Q1
$521K Sell
2,203
-365
-14% -$86.4K 0.03% 372
2022
Q4
$612K Buy
2,568
+2
+0.1% +$477 0.04% 328
2022
Q3
$568K Buy
2,566
+142
+6% +$31.4K 0.04% 312
2022
Q2
$586K Sell
2,424
-28
-1% -$6.77K 0.04% 308
2022
Q1
$637K Sell
2,452
-6
-0.2% -$1.56K 0.05% 270
2021
Q4
$665K Buy
2,458
+20
+0.8% +$5.41K 0.05% 290
2021
Q3
$795K Sell
2,438
-18
-0.7% -$5.87K 0.06% 260
2021
Q2
$701K Sell
2,456
-5,017
-67% -$1.43M 0.05% 269
2021
Q1
$671K Buy
7,473
+5,388
+258% +$484K 0.06% 258
2020
Q4
$509K Buy
2,085
+3
+0.1% +$732 0.05% 277
2020
Q3
$493K Buy
2,082
+3
+0.1% +$710 0.06% 237
2020
Q2
$433K Sell
2,079
-279
-12% -$58.1K 0.05% 239
2020
Q1
$406K Sell
2,358
-12
-0.5% -$2.07K 0.06% 216
2019
Q4
$462K Buy
2,370
+159
+7% +$31K 0.06% 225
2019
Q3
$423K Sell
2,211
-432
-16% -$82.6K 0.06% 215
2019
Q2
$400K Sell
2,643
-1,191
-31% -$180K 0.06% 213
2019
Q1
$578K Buy
+3,834
New +$578K 0.09% 165
2018
Q4
Sell
-204
Closed -$25K 810
2018
Q3
$25K Buy
204
+84
+70% +$10.3K ﹤0.01% 646
2018
Q2
$16K Hold
120
﹤0.01% 709
2018
Q1
$16K Hold
120
﹤0.01% 683
2017
Q4
$16K Hold
120
﹤0.01% 667
2017
Q3
$14K Buy
+120
New +$14K ﹤0.01% 722
2015
Q1
Sell
-105
Closed -$9K 521
2014
Q4
$9K Buy
+105
New +$9K ﹤0.01% 378