Financial Advocates Investment 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 | $388K | Sell |
1,129
-780
| -41% | -$268K | 0.03% | 428 |
|
|
2025
Q1 | $667K | Buy |
1,909
+54
| +3% | +$18.9K | 0.05% | 362 |
|
|
2024
Q4 | $631K | Sell |
1,855
-60
| -3% | -$20.4K | 0.04% | 396 |
|
|
2024
Q3 | $731K | Sell |
1,915
-54
| -3% | -$20.6K | 0.04% | 369 |
|
|
2024
Q2 | $587K | Buy |
1,969
+2
| +0.1% | +$597 | 0.04% | 396 |
|
|
2024
Q1 | $683K | Buy |
1,967
+32
| +2% | +$11.1K | 0.04% | 389 |
|
|
2023
Q4 | $603K | Buy |
1,935
+102
| +6% | +$31.8K | 0.04% | 384 |
|
|
2023
Q3 | $468K | Hold |
1,833
| – | – | 0.03% | 427 |
|
|
2023
Q2 | $487K | Buy |
1,833
+228
| +14% | +$60.5K | 0.03% | 414 |
|
|
2023
Q1 | $361K | Buy |
1,605
+75
| +5% | +$16.9K | 0.03% | 493 |
|
|
2022
Q4 | $363K | Buy |
+1,530
| New | +$363K | 0.03% | 510 |
|
|
2022
Q3 | – | Sell |
-1,110
| Closed | -$249K | – | 818 |
|
|
2022
Q2 | $249K | Buy |
+1,110
| New | +$249K | 0.02% | 558 |
|
|
2021
Q4 | – | Sell |
-739
| Closed | -$207K | – | 802 |
|
|
2021
Q3 | $207K | Sell |
739
-432
| -37% | -$121K | 0.01% | 698 |
|
|
2021
Q2 | $232K | Buy |
1,171
+34
| +3% | +$6.74K | 0.02% | 652 |
|
|
2021
Q1 | $208K | Buy |
+1,137
| New | +$208K | 0.01% | 691 |
|
|
2020
Q3 | – | Sell |
-1,194
| Closed | -$230K | – | 662 |
|
|
2020
Q2 | $230K | Buy |
+1,194
| New | +$230K | 0.02% | 511 |
|
|
2018
Q4 | – | Sell |
-2,946
| Closed | -$447K | – | 499 |
|
|
2018
Q3 | $447K | Hold |
2,946
| – | – | 0.05% | 306 |
|
|
2018
Q2 | $399K | Buy |
2,946
+3
| +0.1% | +$406 | 0.05% | 306 |
|
|
2018
Q1 | $385K | Buy |
2,943
+150
| +5% | +$19.6K | 0.05% | 308 |
|
|
2017
Q4 | $382K | Buy |
+2,793
| New | +$382K | 0.05% | 306 |
|