Financial Enhancement 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 | $3.03M | Sell |
8,764
-4,912
| -36% | -$1.7M | 0.43% | 56 |
|
2025
Q1 | $4.54M | Sell |
13,676
-5,446
| -28% | -$1.81M | 0.71% | 43 |
|
2024
Q4 | $6.43M | Buy |
+19,122
| New | +$6.43M | 0.98% | 35 |
|
2024
Q3 | – | Sell |
-14,935
| Closed | -$5.23M | – | 138 |
|
2024
Q2 | $5.23M | Buy |
14,935
+175
| +1% | +$61.3K | 0.84% | 39 |
|
2024
Q1 | $4.7M | Buy |
+14,760
| New | +$4.7M | 0.77% | 49 |
|
2019
Q4 | – | Sell |
-321
| Closed | -$59K | – | 298 |
|
2019
Q3 | $59K | Hold |
321
| – | – | 0.02% | 119 |
|
2019
Q2 | $49K | Sell |
321
-168
| -34% | -$25.6K | 0.01% | 124 |
|
2019
Q1 | $70K | Sell |
489
-75
| -13% | -$10.7K | 0.02% | 126 |
|
2018
Q4 | $86K | Hold |
564
| – | – | 0.03% | 108 |
|
2018
Q3 | $86K | Hold |
564
| – | – | 0.03% | 108 |
|
2018
Q2 | $77K | Hold |
564
| – | – | 0.03% | 104 |
|
2018
Q1 | $74K | Buy |
+564
| New | +$74K | 0.03% | 109 |
|
2016
Q4 | – | Sell |
-46,500
| Closed | -$4.29M | – | 65 |
|
2016
Q3 | $4.29M | Buy |
+46,500
| New | +$4.29M | 2.33% | 14 |
|