Foster Victor 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 | $709K | Buy |
2,016
+14
| +0.7% | +$4.92K | 0.05% | 126 |
|
|
2025
Q1 | $674K | Sell |
2,002
-24
| -1% | -$8.08K | 0.05% | 121 |
|
|
2024
Q4 | $717K | Hold |
2,026
| – | – | 0.05% | 119 |
|
|
2024
Q3 | $768K | Hold |
2,026
| – | – | 0.06% | 116 |
|
|
2024
Q2 | $661K | Buy |
2,026
+24
| +1% | +$7.83K | 0.06% | 119 |
|
|
2024
Q1 | $640K | Hold |
2,002
| – | – | 0.06% | 110 |
|
|
2023
Q4 | $600K | Sell |
2,002
-27
| -1% | -$8.09K | 0.06% | 112 |
|
|
2023
Q3 | $517K | Buy |
2,029
+27
| +1% | +$6.88K | 0.06% | 106 |
|
|
2023
Q2 | $518K | Sell |
2,002
-27
| -1% | -$6.99K | 0.06% | 109 |
|
|
2023
Q1 | $453K | Sell |
2,029
-16
| -0.8% | -$3.57K | 0.05% | 111 |
|
|
2022
Q4 | $482K | Hold |
2,045
| – | – | 0.06% | 102 |
|
|
2022
Q3 | $443K | Buy |
+2,045
| New | +$443K | 0.06% | 101 |
|