Concord Wealth Partners’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 | $12.4K | Hold |
36
| – | – | ﹤0.01% | 515 |
|
|
2025
Q1 | $12.6K | Sell |
36
-1
| -3% | -$349 | ﹤0.01% | 487 |
|
|
2024
Q4 | $12.6K | Sell |
37
-5
| -12% | -$1.7K | ﹤0.01% | 506 |
|
|
2024
Q3 | $16K | Buy |
42
+6
| +17% | +$2.29K | ﹤0.01% | 504 |
|
|
2024
Q2 | $10.7K | Hold |
36
| – | – | ﹤0.01% | 502 |
|
|
2024
Q1 | $12.5K | Sell |
36
-8
| -18% | -$2.78K | ﹤0.01% | 550 |
|
|
2023
Q4 | $13.7K | Sell |
44
-23
| -34% | -$7.17K | ﹤0.01% | 526 |
|
|
2023
Q3 | $17.1K | Hold |
67
| – | – | ﹤0.01% | 532 |
|
|
2023
Q2 | $17.8K | Buy |
67
+10
| +18% | +$2.66K | ﹤0.01% | 520 |
|
|
2023
Q1 | $12.8K | Sell |
57
-13
| -19% | -$2.92K | ﹤0.01% | 559 |
|
|
2022
Q4 | $16.6K | Buy |
+70
| New | +$16.6K | 0.01% | 559 |
|
|
2022
Q3 | – | Sell |
-78
| Closed | -$17K | – | 966 |
|
|
2022
Q2 | $17K | Buy |
78
+2
| +3% | +$436 | ﹤0.01% | 580 |
|
|
2022
Q1 | $19K | Hold |
76
| – | – | ﹤0.01% | 641 |
|
|
2021
Q4 | $27K | Buy |
76
+44
| +138% | +$15.6K | 0.01% | 579 |
|
|
2021
Q3 | $9K | Sell |
32
-36
| -53% | -$10.1K | ﹤0.01% | 488 |
|
|
2021
Q2 | $19K | Buy |
68
+2
| +3% | +$559 | 0.01% | 512 |
|
|
2021
Q1 | $16K | Buy |
+66
| New | +$16K | 0.01% | 514 |
|