CM Wealth 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 | $741K | Sell |
2,158
-278
| -11% | -$95.5K | 0.22% | 39 |
|
|
2025
Q1 | $851K | Hold |
2,436
| – | – | 0.27% | 33 |
|
|
2024
Q4 | $828K | Buy |
2,436
+15
| +0.6% | +$5.1K | 0.27% | 33 |
|
|
2024
Q3 | $924K | Buy |
2,421
+954
| +65% | +$364K | 0.3% | 31 |
|
|
2024
Q2 | $438K | Buy |
1,467
+117
| +9% | +$34.9K | 0.21% | 44 |
|
|
2024
Q1 | $430K | Sell |
1,350
-117
| -8% | -$37.3K | 0.12% | 89 |
|
|
2023
Q4 | $458K | Buy |
1,467
+450
| +44% | +$140K | 0.2% | 47 |
|
|
2023
Q3 | $271K | Sell |
1,017
-2,157
| -68% | -$574K | 0.1% | 68 |
|
|
2023
Q2 | $889K | Sell |
3,174
-1,420
| -31% | -$398K | 0.29% | 35 |
|
|
2023
Q1 | $1.05M | Buy |
4,594
+3,577
| +352% | +$819K | 0.2% | 149 |
|
|
2022
Q4 | $241K | Sell |
1,017
-450
| -31% | -$107K | 0.12% | 61 |
|
|
2022
Q3 | $300M | Hold |
1,467
| – | – | 0.17% | 54 |
|
|
2022
Q2 | $328K | Buy |
+1,467
| New | +$328K | 0.2% | 51 |
|