Congress 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 | $3.03M | Buy |
8,837
+104
| +1% | +$35.7K | 0.03% | 490 |
|
|
2025
Q1 | $3.04M | Sell |
8,733
-44,116
| -83% | -$15.4M | 0.04% | 409 |
|
|
2024
Q4 | $18M | Buy |
52,849
+363
| +0.7% | +$123K | 0.25% | 117 |
|
|
2024
Q3 | $20M | Buy |
52,486
+592
| +1% | +$226K | 0.27% | 96 |
|
|
2024
Q2 | $15.5M | Buy |
51,894
+2,351
| +5% | +$702K | 0.25% | 117 |
|
|
2024
Q1 | $17.2M | Buy |
49,543
+931
| +2% | +$323K | 0.3% | 91 |
|
|
2023
Q4 | $15.2M | Buy |
48,612
+91
| +0.2% | +$28.4K | 0.28% | 99 |
|
|
2023
Q3 | $12.4M | Buy |
48,521
+1,830
| +4% | +$467K | 0.26% | 111 |
|
|
2023
Q2 | $12.4M | Buy |
46,691
+808
| +2% | +$215K | 0.29% | 105 |
|
|
2023
Q1 | $10.3M | Buy |
45,883
+211
| +0.5% | +$47.4K | 0.25% | 128 |
|
|
2022
Q4 | $10.8M | Sell |
45,672
-72
| -0.2% | -$17.1K | 0.28% | 110 |
|
|
2022
Q3 | $9.37M | Buy |
45,744
+2,354
| +5% | +$482K | 0.25% | 119 |
|
|
2022
Q2 | $9.72M | Buy |
43,390
+310
| +0.7% | +$69.4K | 0.25% | 120 |
|
|
2022
Q1 | $10.8M | Buy |
43,080
+1,627
| +4% | +$406K | 0.24% | 116 |
|
|
2021
Q4 | $14.6M | Buy |
+41,453
| New | +$14.6M | 0.29% | 91 |
|