Dougherty Wealth Advisers’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 | $58K | Hold |
169
| – | – | 0.04% | 77 |
|
|
2025
Q1 | $59K | Hold |
169
| – | – | 0.04% | 75 |
|
|
2024
Q4 | $57.4K | Hold |
169
| – | – | 0.04% | 77 |
|
|
2024
Q3 | $64.5K | Hold |
169
| – | – | 0.05% | 70 |
|
|
2024
Q2 | $50.4K | Hold |
169
| – | – | 0.04% | 74 |
|
|
2024
Q1 | $58.7K | Sell |
169
-215
| -56% | -$74.7K | 0.05% | 72 |
|
|
2023
Q4 | $120K | Hold |
384
| – | – | 0.11% | 52 |
|
|
2023
Q3 | $97.9K | Sell |
384
-96
| -20% | -$24.5K | 0.11% | 52 |
|
|
2023
Q2 | $127K | Hold |
480
| – | – | 0.17% | 48 |
|
|
2023
Q1 | $108K | Hold |
480
| – | – | 0.16% | 54 |
|
|
2022
Q4 | $114K | Hold |
480
| – | – | 0.19% | 55 |
|
|
2022
Q3 | $98K | Hold |
480
| – | – | 0.19% | 52 |
|
|
2022
Q2 | $107K | Hold |
480
| – | – | 0.2% | 51 |
|
|
2022
Q1 | $120K | Hold |
480
| – | – | 0.18% | 56 |
|
|
2021
Q4 | $169K | Hold |
480
| – | – | 0.24% | 44 |
|
|
2021
Q3 | $134K | Hold |
480
| – | – | 0.2% | 54 |
|
|
2021
Q2 | $131K | Hold |
480
| – | – | 0.19% | 61 |
|
|
2021
Q1 | $118K | Hold |
480
| – | – | 0.18% | 58 |
|
|
2020
Q4 | $118K | Hold |
480
| – | – | 0.19% | 51 |
|
|
2020
Q3 | $111K | Hold |
480
| – | – | 0.38% | 49 |
|
|
2020
Q2 | $92K | Hold |
480
| – | – | 0.34% | 58 |
|
|
2020
Q1 | $74K | Hold |
480
| – | – | 0.29% | 68 |
|
|
2019
Q4 | $93K | Hold |
480
| – | – | 0.28% | 69 |
|
|
2019
Q3 | $88K | Hold |
480
| – | – | 0.29% | 73 |
|
|
2019
Q2 | $73K | Hold |
480
| – | – | 0.21% | 89 |
|
|
2019
Q1 | $69K | Hold |
480
| – | – | 0.23% | 80 |
|
|
2018
Q4 | $67K | Buy |
+480
| New | +$67K | 0.22% | 82 |
|