Fiducient 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
Q1 | – | Sell |
-3,898
| Closed | -$1.33M | – | 170 |
|
2024
Q4 | $1.33M | Buy |
+3,898
| New | +$1.33M | 0.16% | 59 |
|
2024
Q3 | – | Sell |
-861
| Closed | -$257K | – | 162 |
|
2024
Q2 | $257K | Buy |
861
+2
| +0.2% | +$597 | 0.04% | 128 |
|
2024
Q1 | $298K | Buy |
+859
| New | +$298K | 0.06% | 107 |
|