Compass Wealth 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 | – | Sell |
-63
| Closed | -$22K | – | 359 |
|
|
2025
Q1 | $22K | Hold |
63
| – | – | 0.01% | 318 |
|
|
2024
Q4 | $21.4K | Hold |
63
| – | – | 0.01% | 317 |
|
|
2024
Q3 | $24K | Hold |
63
| – | – | 0.01% | 314 |
|
|
2024
Q2 | $18.8K | Hold |
63
| – | – | ﹤0.01% | 332 |
|
|
2024
Q1 | $21.9K | Hold |
63
| – | – | 0.01% | 316 |
|
|
2023
Q4 | $19.7K | Hold |
63
| – | – | 0.01% | 316 |
|
|
2023
Q3 | $16.1K | Hold |
63
| – | – | 0.01% | 331 |
|
|
2023
Q2 | $16.7K | Sell |
63
-19
| -23% | -$5.05K | 0.01% | 340 |
|
|
2023
Q1 | $18.4K | Buy |
82
+19
| +30% | +$4.27K | 0.01% | 330 |
|
|
2022
Q4 | $15K | Buy |
+63
| New | +$15K | ﹤0.01% | 340 |
|