CreativeOne Wealth’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 | $3.76M | Sell |
10,951
-461
| -4% | -$158K | 0.1% | 189 |
|
|
2025
Q1 | $3.98M | Sell |
11,412
-134
| -1% | -$46.8K | 0.12% | 169 |
|
|
2024
Q4 | $3.92M | Buy |
11,546
+1,547
| +15% | +$526K | 0.12% | 158 |
|
|
2024
Q3 | $3.82M | Buy |
9,999
+790
| +9% | +$302K | 0.13% | 148 |
|
|
2024
Q2 | $2.75M | Sell |
9,209
-530
| -5% | -$158K | 0.14% | 142 |
|
|
2024
Q1 | $3.38M | Buy |
9,739
+1,214
| +14% | +$422K | 0.13% | 139 |
|
|
2023
Q4 | $2.66M | Buy |
8,525
+557
| +7% | +$174K | 0.17% | 116 |
|
|
2023
Q3 | $2.03M | Sell |
7,968
-128
| -2% | -$32.6K | 0.15% | 139 |
|
|
2023
Q2 | $2.15M | Buy |
8,096
+163
| +2% | +$43.3K | 0.1% | 195 |
|
|
2023
Q1 | $1.78M | Buy |
7,933
+92
| +1% | +$20.7K | 0.09% | 209 |
|
|
2022
Q4 | $1.86M | Buy |
7,841
+10
| +0.1% | +$2.37K | 0.1% | 179 |
|
|
2022
Q3 | $1.6M | Buy |
7,831
+307
| +4% | +$62.9K | 0.1% | 186 |
|
|
2022
Q2 | $1.69M | Buy |
7,524
+425
| +6% | +$95.2K | 0.09% | 178 |
|
|
2022
Q1 | $1.77M | Buy |
7,099
+1,207
| +20% | +$301K | 0.09% | 185 |
|
|
2021
Q4 | $2.08M | Buy |
5,892
+99
| +2% | +$34.9K | 0.1% | 182 |
|
|
2021
Q3 | $1.63M | Buy |
5,793
+826
| +17% | +$232K | 0.1% | 186 |
|
|
2021
Q2 | $1.35M | Sell |
4,967
-298
| -6% | -$81.2K | 0.08% | 198 |
|
|
2021
Q1 | $1.3M | Buy |
5,265
+1,326
| +34% | +$326K | 0.1% | 173 |
|
|
2020
Q4 | $965K | Buy |
3,939
+888
| +29% | +$218K | 0.08% | 189 |
|
|
2020
Q3 | $708K | Buy |
3,051
+198
| +7% | +$45.9K | 0.1% | 123 |
|
|
2020
Q2 | $550K | Buy |
2,853
+768
| +37% | +$148K | 0.09% | 123 |
|
|
2020
Q1 | $319K | Buy |
2,085
+711
| +52% | +$109K | 0.06% | 143 |
|
|
2019
Q4 | $267K | Buy |
+1,374
| New | +$267K | 0.05% | 177 |
|