Foundations Investment 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 | $715K | Buy |
2,084
+10
| +0.5% | +$3.43K | 0.01% | 502 |
|
|
2025
Q1 | $724K | Buy |
2,074
+97
| +5% | +$33.9K | 0.01% | 481 |
|
|
2024
Q4 | $672K | Buy |
1,977
+55
| +3% | +$18.7K | 0.01% | 477 |
|
|
2024
Q3 | $733K | Buy |
1,922
+2
| +0.1% | +$763 | 0.02% | 423 |
|
|
2024
Q2 | $573K | Buy |
1,920
+883
| +85% | +$264K | 0.01% | 468 |
|
|
2024
Q1 | $360K | Sell |
1,037
-23
| -2% | -$7.99K | 0.01% | 537 |
|
|
2023
Q4 | $328K | Buy |
1,060
+168
| +19% | +$51.9K | 0.01% | 528 |
|
|
2023
Q3 | $228K | Sell |
892
-17
| -2% | -$4.34K | 0.01% | 576 |
|
|
2023
Q2 | $241K | Buy |
+909
| New | +$241K | 0.01% | 511 |
|
|
2023
Q1 | – | Sell |
-914
| Closed | -$217K | – | 534 |
|
|
2022
Q4 | $217K | Buy |
+914
| New | +$217K | 0.01% | 397 |
|