Financial Gravity Asset 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
Q1 | $4.55M | Buy |
+13,023
| New | +$4.55M | 0.99% | 26 |
|
|
2024
Q2 | $3.81M | Sell |
12,763
-12,769
| -50% | -$3.81M | 0.95% | 24 |
|
|
2024
Q1 | $8.42M | Sell |
25,532
-229,746
| -90% | -$75.7M | 1.13% | 22 |
|
|
2023
Q4 | $5.2M | Buy |
255,278
+12,762
| +5% | +$260K | 0.06% | 113 |
|
|
2023
Q3 | $1.22M | Buy |
242,516
+229,488
| +1,761% | +$1.15M | 0.01% | 308 |
|
|
2023
Q2 | $5.63K | Buy |
13,028
+41
| +0.3% | +$18 | 0.02% | 457 |
|
|
2023
Q1 | $3.12K | Sell |
12,987
-12
| -0.1% | -$3 | 0.1% | 236 |
|
|
2022
Q4 | $8.48K | Sell |
12,999
-993
| -7% | -$648 | 0.04% | 300 |
|
|
2022
Q3 | $2.84K | Sell |
13,992
-114
| -0.8% | -$23 | 0.1% | 220 |
|
|
2022
Q2 | $3.11K | Sell |
14,106
-156
| -1% | -$34 | 0.1% | 210 |
|
|
2022
Q1 | $3.47K | Sell |
14,262
-630
| -4% | -$153 | 0.1% | 181 |
|
|
2021
Q4 | $4.16K | Buy |
14,892
+2,111
| +17% | +$590 | 0.09% | 225 |
|
|
2021
Q3 | $3.86M | Sell |
12,781
-45
| -0.4% | -$13.6K | 1.81% | 9 |
|
|
2021
Q2 | $3.77M | Sell |
12,826
-2
| -0% | -$587 | 1.35% | 18 |
|
|
2021
Q1 | $3.88K | Hold |
12,828
| – | – | 0.08% | 166 |
|
|
2020
Q4 | $3.14M | Buy |
+12,828
| New | +$3.14M | 2.88% | 8 |
|
|
2020
Q2 | – | Sell |
-13,035
| Closed | -$9.92K | – | 748 |
|
|
2020
Q1 | $9.92K | Sell |
13,035
-276
| -2% | -$210 | 0.03% | 211 |
|
|
2019
Q4 | $3.16M | Sell |
13,311
-87
| -0.6% | -$20.6K | 2.17% | 7 |
|
|
2019
Q3 | $2.46M | Sell |
13,398
-174
| -1% | -$31.9K | 2.11% | 8 |
|
|
2019
Q2 | $2.07M | Buy |
13,572
+810
| +6% | +$124K | 1.7% | 5 |
|
|
2019
Q1 | $1.84M | Buy |
+12,762
| New | +$1.84M | 1.49% | 12 |
|
|
2018
Q3 | $1.75M | Buy |
+13,662
| New | +$1.75M | 1.83% | 11 |
|