Dakota 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 | $603K | Sell |
1,755
-249
| -12% | -$85.5K | 0.01% | 484 |
|
|
2025
Q1 | $700K | Sell |
2,004
-275
| -12% | -$96K | 0.02% | 446 |
|
|
2024
Q4 | $775K | Sell |
2,279
-131
| -5% | -$44.5K | 0.02% | 412 |
|
|
2024
Q3 | $920K | Buy |
2,410
+233
| +11% | +$88.9K | 0.02% | 384 |
|
|
2024
Q2 | $650K | Buy |
2,177
+31
| +1% | +$9.25K | 0.02% | 457 |
|
|
2024
Q1 | $745K | Buy |
2,146
+1,322
| +160% | +$459K | 0.02% | 426 |
|
|
2023
Q4 | $257K | Buy |
+824
| New | +$257K | 0.01% | 549 |
|
|
2022
Q1 | – | Sell |
-8,957
| Closed | -$3.15M | – | 473 |
|
|
2021
Q4 | $3.15M | Buy |
8,957
+478
| +6% | +$168K | 0.33% | 82 |
|
|
2021
Q3 | $2.37M | Sell |
8,479
-6,937
| -45% | -$1.94M | 0.27% | 101 |
|
|
2021
Q2 | $4.2M | Sell |
15,416
-691
| -4% | -$188K | 0.5% | 54 |
|
|
2021
Q1 | $3.96M | Sell |
16,107
-1,743
| -10% | -$429K | 0.52% | 52 |
|
|
2020
Q4 | $4.37M | Buy |
17,850
+216
| +1% | +$52.9K | 0.57% | 49 |
|
|
2020
Q3 | $4.1M | Buy |
17,634
+3,159
| +22% | +$734K | 0.65% | 49 |
|
|
2020
Q2 | $2.79M | Buy |
14,475
+837
| +6% | +$161K | 0.48% | 61 |
|
|
2020
Q1 | $2.09M | Sell |
13,638
-3,828
| -22% | -$586K | 0.46% | 60 |
|
|
2019
Q4 | $3.4M | Buy |
17,466
+7,587
| +77% | +$1.48M | 0.54% | 51 |
|
|
2019
Q3 | $1.81M | Buy |
9,879
+6,435
| +187% | +$1.18M | 0.31% | 84 |
|
|
2019
Q2 | $527K | Buy |
3,444
+381
| +12% | +$58.3K | 0.1% | 176 |
|
|
2019
Q1 | $439K | Buy |
+3,063
| New | +$439K | 0.09% | 191 |
|