Financial Synergies Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3	Closed	-$1.04K	–	398
2024 Q1	$1.04K	Buy	+3	New	+$1.04K	﹤0.01%	401
2023 Q4	–	Sell	-3	Closed	-$766	–	536
2023 Q3	$766	Hold	3	–	–	﹤0.01%	412
2023 Q2	$797	Buy	+3	New	+$797	﹤0.01%	407