Defined 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 | $345K | Buy |
1,005
+78
| +8% | +$26.8K | 0.21% | 89 |
|
|
2025
Q1 | $324K | Sell |
927
-4
| -0.4% | -$1.4K | 0.22% | 90 |
|
|
2024
Q4 | $316K | Buy |
931
+1
| +0.1% | +$340 | 0.21% | 93 |
|
|
2024
Q3 | $355K | Buy |
930
+22
| +2% | +$8.4K | 0.23% | 91 |
|
|
2024
Q2 | $271K | Buy |
908
+4
| +0.4% | +$1.19K | 0.19% | 97 |
|
|
2024
Q1 | $314K | Hold |
904
| – | – | 0.23% | 92 |
|
|
2023
Q4 | $282K | Buy |
904
+11
| +1% | +$3.43K | 0.22% | 92 |
|
|
2023
Q3 | $228K | Buy |
893
+2
| +0.2% | +$510 | 0.19% | 96 |
|
|
2023
Q2 | $237K | Buy |
+891
| New | +$237K | 0.2% | 94 |
|