Dougherty Wealth Advisers’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $58.5K | Hold |
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|
2025
Q2 | $58K | Hold |
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|
2025
Q1 | $59K | Hold |
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|
2024
Q4 | $57.4K | Hold |
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|
2024
Q3 | $64.5K | Hold |
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|
2024
Q2 | $50.4K | Hold |
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|
2024
Q1 | $58.7K | Sell |
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|
2023
Q4 | $120K | Hold |
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|
2023
Q3 | $97.9K | Sell |
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|
2023
Q2 | $127K | Hold |
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|
2023
Q1 | $108K | Hold |
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|
2022
Q4 | $114K | Hold |
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|
2022
Q3 | $98K | Hold |
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|
2022
Q2 | $107K | Hold |
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|
2022
Q1 | $120K | Hold |
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|
2021
Q4 | $169K | Hold |
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|
2021
Q3 | $134K | Hold |
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|
2021
Q2 | $131K | Hold |
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|
2021
Q1 | $118K | Hold |
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|
2020
Q4 | $118K | Hold |
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|
2020
Q3 | $111K | Hold |
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|
2020
Q2 | $92K | Hold |
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|
2020
Q1 | $74K | Hold |
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|
2019
Q4 | $93K | Hold |
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|
2019
Q3 | $88K | Hold |
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|
2019
Q2 | $73K | Hold |
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|
2019
Q1 | $69K | Hold |
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|
2018
Q4 | $67K | Buy |
|