Columbia Asset Management’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 | $708K | Hold |
2,063
| – | – | 0.14% | 103 |
|
|
2025
Q1 | $720K | Sell |
2,063
-240
| -10% | -$83.8K | 0.14% | 102 |
|
|
2024
Q4 | $783K | Sell |
2,303
-65
| -3% | -$22.1K | 0.14% | 99 |
|
|
2024
Q3 | $904K | Hold |
2,368
| – | – | 0.16% | 94 |
|
|
2024
Q2 | $707K | Sell |
2,368
-1,175
| -33% | -$351K | 0.13% | 100 |
|
|
2024
Q1 | $1.11M | Hold |
3,543
| – | – | 0.22% | 78 |
|
|
2023
Q4 | $1.11M | Sell |
3,543
-305
| -8% | -$95.1K | 0.22% | 78 |
|
|
2023
Q3 | $981K | Buy |
3,848
+110
| +3% | +$28K | 0.22% | 78 |
|
|
2023
Q2 | $993K | Buy |
3,738
+2,301
| +160% | +$611K | 0.21% | 80 |
|
|
2023
Q1 | $323K | Buy |
+1,437
| New | +$323K | 0.07% | 134 |
|