First Foundation Advisors’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 | $706K | Sell |
2,057
-155
| -7% | -$53.2K | 0.03% | 212 |
|
|
2025
Q1 | $773K | Sell |
2,212
-55
| -2% | -$19.2K | 0.03% | 187 |
|
|
2024
Q4 | $771K | Sell |
2,267
-114
| -5% | -$38.8K | 0.03% | 190 |
|
|
2024
Q3 | $909K | Sell |
2,381
-234
| -9% | -$89.3K | 0.03% | 177 |
|
|
2024
Q2 | $781K | Sell |
2,615
-201
| -7% | -$60K | 0.03% | 181 |
|
|
2024
Q1 | $978K | Buy |
2,816
+378
| +16% | +$131K | 0.04% | 175 |
|
|
2023
Q4 | $761K | Sell |
2,438
-840
| -26% | -$262K | 0.03% | 188 |
|
|
2023
Q3 | $836K | Sell |
3,278
-73
| -2% | -$18.6K | 0.04% | 189 |
|
|
2023
Q2 | $890K | Buy |
3,351
+8
| +0.2% | +$2.12K | 0.04% | 187 |
|
|
2023
Q1 | $752K | Sell |
3,343
-16
| -0.5% | -$3.6K | 0.03% | 196 |
|
|
2022
Q4 | $797K | Buy |
3,359
+83
| +3% | +$19.7K | 0.04% | 200 |
|
|
2022
Q3 | $671K | Sell |
3,276
-11
| -0.3% | -$2.25K | 0.03% | 204 |
|
|
2022
Q2 | $736K | Sell |
3,287
-1,532
| -32% | -$343K | 0.03% | 205 |
|
|
2022
Q1 | $1.2M | Sell |
4,819
-437
| -8% | -$109K | 0.04% | 176 |
|
|
2021
Q4 | $1.85M | Sell |
5,256
-116
| -2% | -$40.9K | 0.06% | 147 |
|
|
2021
Q3 | $1.5M | Buy |
5,372
+3,467
| +182% | +$970K | 0.06% | 159 |
|
|
2021
Q2 | $519K | Buy |
1,905
+387
| +25% | +$105K | 0.02% | 279 |
|
|
2021
Q1 | $373K | Buy |
1,518
+111
| +8% | +$27.3K | 0.02% | 314 |
|
|
2020
Q4 | $345K | Buy |
1,407
+201
| +17% | +$49.3K | 0.02% | 314 |
|
|
2020
Q3 | $280K | Hold |
1,206
| – | – | 0.01% | 302 |
|
|
2020
Q2 | $232K | Buy |
+1,206
| New | +$232K | 0.01% | 315 |
|
|
2020
Q1 | – | Sell |
-1,218
| Closed | -$237K | – | 368 |
|
|
2019
Q4 | $237K | Hold |
1,218
| – | – | 0.01% | 321 |
|
|
2019
Q3 | $223K | Buy |
+1,218
| New | +$223K | 0.01% | 326 |
|