Financial Gravity Asset Management’s Sherwin-Williams SHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.85M	Hold	12,021	–	–	0.69%	40
2025 Q4	$3.9M	Sell	12,021 -741	-6%	-$248K	0.75%	35
2025 Q3	$4.42M	Buy	+12,762	New	+$4.5M	0.87%	31
2025 Q1	$4.55M	Buy	+13,023	New	+$4.57M	0.99%	26
2024 Q2	$3.81M	Sell	12,763 -12,769	-50%	-$3.95M	0.95%	24
2024 Q1	$8.42M	Sell	25,532 -229,746	-90%	-$73.2M	1.13%	22
2023 Q4	$5.2M	Buy	255,278 +12,762	+5%	+$3.43M	0.06%	113
2023 Q3	$1.22M	Buy	242,516 +229,488	+1,761%	+$61.4M	0.01%	308
2023 Q2	$5.63K	Buy	13,028 +41	+0.3%	+$9.65K	0.02%	457
2023 Q1	$3.12K	Sell	12,987 -12	-0.1%	-$2.75K	0.1%	236
2022 Q4	$8.48K	Sell	12,999 -993	-7%	-$230K	0.04%	300
2022 Q3	$2.84K	Sell	13,992 -114	-0.8%	-$27K	0.1%	220
2022 Q2	$3.11K	Sell	14,106 -156	-1%	-$40K	0.1%	210
2022 Q1	$3.47K	Sell	14,262 -630	-4%	-$174K	0.1%	181
2021 Q4	$4.16K	Buy	14,892 +2,111	+17%	+$682K	0.09%	225
2021 Q3	$3.85M	Sell	12,781 -45	-0.4%	-$13.2K	1.81%	9
2021 Q2	$3.77M	Sell	12,826 -2	-0%	-$548	1.35%	18
2021 Q1	$3.88K	Hold	12,828	–	–	0.08%	166
2020 Q4	$3.14M	Buy	+12,828	New	+$3.04M	2.88%	8
2020 Q2	–	Sell	-13,035	Closed	-$9.92K	–	748
2020 Q1	$9.92K	Sell	13,035 -276	-2%	-$49.8K	0.03%	211
2019 Q4	$3.16M	Sell	13,311 -87	-0.6%	-$16.6K	2.17%	7
2019 Q3	$2.46M	Sell	13,398 -174	-1%	-$29.6K	2.11%	8
2019 Q2	$2.07M	Buy	13,572 +810	+6%	+$121K	1.7%	5
2019 Q1	$1.84M	Buy	+12,762	New	+$1.78M	1.49%	12
2018 Q3	$1.75M	Buy	+13,662	New	+$2.02M	1.83%	11