Encompass Wealth Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,063
| Closed | -$406K | – | 130 |
|
|
2024
Q3 | $406K | Hold |
1,063
| – | – | 0.1% | 169 |
|
|
2024
Q2 | $317K | Hold |
1,063
| – | – | 0.08% | 180 |
|
|
2024
Q1 | $369K | Hold |
1,063
| – | – | 0.1% | 175 |
|
|
2023
Q4 | $332K | Hold |
1,063
| – | – | 0.1% | 159 |
|
|
2023
Q3 | $271K | Hold |
1,063
| – | – | 0.09% | 166 |
|
|
2023
Q2 | $282K | Hold |
1,063
| – | – | 0.09% | 168 |
|
|
2023
Q1 | $239K | Hold |
1,063
| – | – | 0.08% | 175 |
|
|
2022
Q4 | $252K | Buy |
+1,063
| New | +$252K | 0.09% | 167 |
|
|
2022
Q1 | – | Sell |
-575
| Closed | -$202K | – | 363 |
|
|
2021
Q4 | $202K | Buy |
+575
| New | +$202K | 0.05% | 221 |
|