Claro Advisors’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 | – | Sell |
-2,341
| Closed | -$817K | – | 493 |
|
|
2025
Q1 | $817K | Sell |
2,341
-196
| -8% | -$68.4K | 0.11% | 173 |
|
|
2024
Q4 | $863K | Sell |
2,537
-568
| -18% | -$193K | 0.12% | 163 |
|
|
2024
Q3 | $1.19M | Buy |
3,105
+149
| +5% | +$56.9K | 0.15% | 126 |
|
|
2024
Q2 | $882K | Sell |
2,956
-53
| -2% | -$15.8K | 0.14% | 151 |
|
|
2024
Q1 | $1.05M | Buy |
3,009
+106
| +4% | +$36.8K | 0.18% | 122 |
|
|
2023
Q4 | $905K | Buy |
2,903
+5
| +0.2% | +$1.56K | 0.2% | 119 |
|
|
2023
Q3 | $739K | Buy |
2,898
+11
| +0.4% | +$2.81K | 0.18% | 131 |
|
|
2023
Q2 | $767K | Buy |
2,887
+501
| +21% | +$133K | 0.19% | 133 |
|
|
2023
Q1 | $536K | Buy |
2,386
+199
| +9% | +$44.7K | 0.16% | 165 |
|
|
2022
Q4 | $519K | Buy |
+2,187
| New | +$519K | 0.17% | 145 |
|
|
2019
Q1 | – | Sell |
-183
| Closed | -$28K | – | 781 |
|
|
2018
Q4 | $28K | Buy |
+183
| New | +$28K | 0.02% | 472 |
|