Endowment 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 | $336K | Sell |
979
-27
| -3% | -$9.27K | 0.17% | 100 |
|
|
2025
Q1 | $351K | Buy |
1,006
+40
| +4% | +$14K | 0.23% | 86 |
|
|
2024
Q4 | $329K | Sell |
966
-30
| -3% | -$10.2K | 0.22% | 91 |
|
|
2024
Q3 | $380K | Sell |
996
-6
| -0.6% | -$2.29K | 0.25% | 80 |
|
|
2024
Q2 | $299K | Buy |
1,002
+3
| +0.3% | +$895 | 0.22% | 97 |
|
|
2024
Q1 | $347K | Sell |
999
-50
| -5% | -$17.4K | 0.26% | 84 |
|
|
2023
Q4 | $327K | Sell |
1,049
-7
| -0.7% | -$2.18K | 0.27% | 85 |
|
|
2023
Q3 | $269K | Buy |
1,056
+14
| +1% | +$3.57K | 0.24% | 103 |
|
|
2023
Q2 | $277K | Buy |
1,042
+79
| +8% | +$21K | 0.25% | 101 |
|
|
2023
Q1 | $216K | Sell |
963
-15
| -2% | -$3.37K | 0.22% | 114 |
|
|
2022
Q4 | $232K | Buy |
+978
| New | +$232K | 0.26% | 106 |
|
|
2022
Q3 | – | Sell |
-905
| Closed | -$203K | – | 120 |
|
|
2022
Q2 | $203K | Sell |
905
-5
| -0.5% | -$1.12K | 0.24% | 103 |
|
|
2022
Q1 | $227K | Buy |
910
+141
| +18% | +$35.2K | 0.24% | 101 |
|
|
2021
Q4 | $271K | Buy |
+769
| New | +$271K | 0.27% | 76 |
|