Diversify Advisory Services’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 | $483K | Buy |
1,348
+68
| +5% | +$24.3K | 0.02% | 544 |
|
|
2025
Q1 | $446K | Buy |
1,280
+559
| +78% | +$195K | 0.03% | 383 |
|
|
2024
Q4 | $238K | Sell |
721
-451
| -38% | -$149K | 0.01% | 541 |
|
|
2024
Q3 | $424K | Sell |
1,172
-1,026
| -47% | -$371K | 0.02% | 404 |
|
|
2024
Q2 | $657K | Sell |
2,198
-1,149
| -34% | -$344K | 0.04% | 324 |
|
|
2024
Q1 | $1.13M | Buy |
+3,347
| New | +$1.13M | 0.07% | 229 |
|