Fiduciary 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 | $210K | Sell |
612
-89
| -13% | -$30.6K | 0.02% | 276 |
|
|
2025
Q1 | $245K | Sell |
701
-27
| -4% | -$9.43K | 0.02% | 251 |
|
|
2024
Q4 | $247K | Hold |
728
| – | – | 0.02% | 247 |
|
|
2024
Q3 | $278K | Hold |
728
| – | – | 0.03% | 243 |
|
|
2024
Q2 | $217K | Sell |
728
-93
| -11% | -$27.8K | 0.02% | 258 |
|
|
2024
Q1 | $285K | Sell |
821
-116
| -12% | -$40.3K | 0.03% | 234 |
|
|
2023
Q4 | $292K | Hold |
937
| – | – | 0.03% | 225 |
|
|
2023
Q3 | $239K | Hold |
937
| – | – | 0.03% | 222 |
|
|
2023
Q2 | $249K | Hold |
937
| – | – | 0.03% | 220 |
|
|
2023
Q1 | $211K | Hold |
937
| – | – | 0.03% | 227 |
|
|
2022
Q4 | $222K | Sell |
937
-80
| -8% | -$19K | 0.03% | 213 |
|
|
2022
Q3 | $243K | Hold |
1,017
| – | – | 0.03% | 215 |
|
|
2022
Q2 | $248K | Hold |
1,017
| – | – | 0.03% | 215 |
|
|
2022
Q1 | $269K | Sell |
1,017
-8
| -0.8% | -$2.12K | 0.04% | 196 |
|
|
2021
Q4 | $361K | Hold |
1,025
| – | – | 0.04% | 180 |
|
|
2021
Q3 | $324K | Sell |
1,025
-3
| -0.3% | -$948 | 0.04% | 189 |
|
|
2021
Q2 | $305K | Sell |
1,028
-2,041
| -67% | -$606K | 0.04% | 194 |
|
|
2021
Q1 | $280K | Buy |
3,069
+2,052
| +202% | +$187K | 0.03% | 196 |
|
|
2020
Q4 | $244K | Hold |
1,017
| – | – | 0.03% | 197 |
|
|
2020
Q3 | $236K | Buy |
+1,017
| New | +$236K | 0.04% | 180 |
|