Forum Financial 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
Q2 | $693K | Sell |
2,018
-22
| -1% | -$7.55K | 0.01% | 301 |
|
|
2025
Q1 | $712K | Hold |
2,040
| – | – | 0.01% | 268 |
|
|
2024
Q4 | $693K | Buy |
2,040
+169
| +9% | +$57.4K | 0.01% | 285 |
|
|
2024
Q3 | $714K | Buy |
1,871
+7
| +0.4% | +$2.67K | 0.01% | 240 |
|
|
2024
Q2 | $556K | Hold |
1,864
| – | – | 0.01% | 278 |
|
|
2024
Q1 | $647K | Hold |
1,864
| – | – | 0.01% | 262 |
|
|
2023
Q4 | $581K | Sell |
1,864
-103
| -5% | -$32.1K | 0.01% | 254 |
|
|
2023
Q3 | $502K | Buy |
1,967
+300
| +18% | +$76.5K | 0.01% | 283 |
|
|
2023
Q2 | $443K | Buy |
1,667
+83
| +5% | +$22K | 0.01% | 316 |
|
|
2023
Q1 | $356K | Sell |
1,584
-38
| -2% | -$8.54K | 0.01% | 354 |
|
|
2022
Q4 | $385K | Buy |
1,622
+48
| +3% | +$11.4K | 0.01% | 319 |
|
|
2022
Q3 | $322K | Buy |
1,574
+62
| +4% | +$12.7K | 0.02% | 322 |
|
|
2022
Q2 | $339K | Buy |
1,512
+23
| +2% | +$5.16K | 0.02% | 317 |
|
|
2022
Q1 | $371K | Sell |
1,489
-79
| -5% | -$19.7K | 0.02% | 308 |
|
|
2021
Q4 | $552K | Buy |
+1,568
| New | +$552K | 0.03% | 221 |
|