Everhart Financial Group’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 | $617K | Buy |
1,798
+82
| +5% | +$28.2K | 0.07% | 200 |
|
|
2025
Q1 | $599K | Buy |
1,716
+96
| +6% | +$33.5K | 0.08% | 170 |
|
|
2024
Q4 | $551K | Buy |
1,620
+133
| +9% | +$45.2K | 0.11% | 174 |
|
|
2024
Q3 | $568K | Buy |
1,487
+202
| +16% | +$77.1K | 0.13% | 179 |
|
|
2024
Q2 | $383K | Buy |
1,285
+245
| +24% | +$73.1K | 0.1% | 201 |
|
|
2024
Q1 | $361K | Buy |
1,040
+127
| +14% | +$44.1K | 0.11% | 194 |
|
|
2023
Q4 | $285K | Buy |
913
+103
| +13% | +$32.1K | 0.1% | 188 |
|
|
2023
Q3 | $207K | Buy |
+810
| New | +$207K | 0.09% | 203 |
|