Farther Finance Advisors’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 | $3.82M | Buy |
11,127
+4,358
| +64% | +$1.5M | 0.08% | 226 |
|
|
2025
Q1 | $2.37M | Buy |
6,769
+2,887
| +74% | +$1.01M | 0.06% | 264 |
|
|
2024
Q4 | $1.32M | Buy |
3,882
+413
| +12% | +$140K | 0.05% | 295 |
|
|
2024
Q3 | $1.32M | Buy |
3,469
+96
| +3% | +$36.6K | 0.05% | 281 |
|
|
2024
Q2 | $998K | Buy |
3,373
+1,178
| +54% | +$348K | 0.05% | 302 |
|
|
2024
Q1 | $742K | Buy |
2,195
+299
| +16% | +$101K | 0.05% | 308 |
|
|
2023
Q4 | $591K | Buy |
1,896
+182
| +11% | +$56.8K | 0.04% | 319 |
|
|
2023
Q3 | $437K | Sell |
1,714
-14
| -0.8% | -$3.57K | 0.07% | 222 |
|
|
2023
Q2 | $459K | Buy |
1,728
+714
| +70% | +$190K | 0.1% | 170 |
|
|
2023
Q1 | $228K | Sell |
1,014
-10
| -1% | -$2.25K | 0.07% | 243 |
|
|
2022
Q4 | $243K | Buy |
+1,024
| New | +$243K | 0.09% | 198 |
|