Detalus Advisors’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 | $254K | Buy |
739
+24
| +3% | +$8.24K | 0.07% | 140 |
|
|
2025
Q1 | $250K | Hold |
715
| – | – | 0.08% | 137 |
|
|
2024
Q4 | $243K | Hold |
715
| – | – | 0.08% | 129 |
|
|
2024
Q3 | $273K | Hold |
715
| – | – | 0.09% | 129 |
|
|
2024
Q2 | $213K | Buy |
715
+61
| +9% | +$18.2K | 0.07% | 135 |
|
|
2024
Q1 | $227K | Hold |
654
| – | – | 0.08% | 132 |
|
|
2023
Q4 | $204K | Buy |
+654
| New | +$204K | 0.08% | 137 |
|
|
2022
Q1 | – | Sell |
-670
| Closed | -$236K | – | 129 |
|
|
2021
Q4 | $236K | Buy |
+670
| New | +$236K | 0.11% | 106 |
|