Cyndeo 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 | $3.61M | Buy |
10,514
+193
| +2% | +$66.3K | 0.21% | 116 |
|
|
2025
Q1 | $3.6M | Sell |
10,321
-516
| -5% | -$180K | 0.24% | 115 |
|
|
2024
Q4 | $3.68M | Buy |
10,837
+483
| +5% | +$164K | 0.25% | 104 |
|
|
2024
Q3 | $3.95M | Buy |
10,354
+1,116
| +12% | +$426K | 0.28% | 101 |
|
|
2024
Q2 | $2.76M | Buy |
9,238
+469
| +5% | +$140K | 0.22% | 129 |
|
|
2024
Q1 | $3.05M | Sell |
8,769
-2,151
| -20% | -$747K | 0.25% | 114 |
|
|
2023
Q4 | $3.41M | Buy |
10,920
+3,682
| +51% | +$1.15M | 0.32% | 94 |
|
|
2023
Q3 | $1.85M | Buy |
7,238
+492
| +7% | +$125K | 0.19% | 131 |
|
|
2023
Q2 | $1.79M | Buy |
6,746
+1,791
| +36% | +$476K | 0.19% | 131 |
|
|
2023
Q1 | $1.11M | Sell |
4,955
-129
| -3% | -$29K | 0.12% | 165 |
|
|
2022
Q4 | $1.21M | Buy |
+5,084
| New | +$1.21M | 0.14% | 155 |
|