Forvis Mazars 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
4,698
+6
| +0.1% | +$2.06K | 0.03% | 172 |
|
|
2025
Q1 | $1.64M | Buy |
4,692
+608
| +15% | +$212K | 0.04% | 168 |
|
|
2024
Q4 | $1.39M | Buy |
4,084
+169
| +4% | +$57.4K | 0.03% | 189 |
|
|
2024
Q3 | $1.49M | Buy |
+3,915
| New | +$1.49M | 0.03% | 188 |
|
|
2021
Q1 | – | Sell |
-1,053
| Closed | -$258K | – | 341 |
|
|
2020
Q4 | $258K | Buy |
1,053
+45
| +4% | +$11K | 0.01% | 311 |
|
|
2020
Q3 | $234K | Buy |
+1,008
| New | +$234K | 0.01% | 290 |
|