Financial & Tax Architects’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 | $6.54M | Buy |
19,040
+162
| +0.9% | +$55.6K | 1.59% | 27 |
|
2025
Q1 | $6.59M | Buy |
18,878
+575
| +3% | +$201K | 1.65% | 25 |
|
2024
Q4 | $6.22M | Buy |
18,303
+235
| +1% | +$79.9K | 1.58% | 23 |
|
2024
Q3 | $6.9M | Sell |
18,068
-816
| -4% | -$311K | 1.77% | 18 |
|
2024
Q2 | $5.64M | Buy |
18,884
+1,254
| +7% | +$374K | 1.51% | 30 |
|
2024
Q1 | $6.12M | Buy |
17,630
+232
| +1% | +$80.6K | 1.68% | 19 |
|
2023
Q4 | $5.43M | Sell |
17,398
-997
| -5% | -$311K | 1.61% | 24 |
|
2023
Q3 | $4.69M | Buy |
+18,395
| New | +$4.69M | 1.46% | 32 |
|
2022
Q3 | – | Sell |
-16,215
| Closed | -$3.63M | – | 77 |
|
2022
Q2 | $3.63M | Buy |
16,215
+2,700
| +20% | +$605K | 1.38% | 34 |
|
2022
Q1 | $3.37M | Buy |
+13,515
| New | +$3.37M | 1.27% | 35 |
|