Diversify 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
$579K Sell
1,617
-16
-1% -$5.73K 0.04% 350
2025
Q1
$569K Sell
1,633
-171
-9% -$59.5K 0.04% 334
2024
Q4
$596K Buy
1,804
+399
+28% +$132K 0.05% 318
2024
Q3
$510K Buy
1,405
+16
+1% +$5.81K 0.05% 312
2024
Q2
$471K Buy
+1,389
New +$471K 0.06% 292