FSM 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 | $1.2M | Buy |
3,467
+1,179
| +52% | +$408K | 0.2% | 75 |
|
|
2025
Q1 | $799K | Sell |
2,288
-32
| -1% | -$11.2K | 0.18% | 77 |
|
|
2024
Q4 | $822K | Sell |
2,320
-375
| -14% | -$133K | 0.2% | 69 |
|
|
2024
Q3 | $1.03M | Buy |
2,695
+47
| +2% | +$17.9K | 0.27% | 57 |
|
|
2024
Q2 | $790K | Sell |
2,648
-61
| -2% | -$18.2K | 0.27% | 66 |
|
|
2024
Q1 | $941K | Sell |
2,709
-14
| -0.5% | -$4.86K | 0.33% | 53 |
|
|
2023
Q4 | $849K | Sell |
2,723
-41
| -1% | -$12.8K | 0.36% | 51 |
|
|
2023
Q3 | $705K | Buy |
2,764
+51
| +2% | +$13K | 0.35% | 56 |
|
|
2023
Q2 | $709K | Sell |
2,713
-55
| -2% | -$14.4K | 0.36% | 61 |
|
|
2023
Q1 | $622K | Sell |
2,768
-662
| -19% | -$149K | 0.36% | 63 |
|
|
2022
Q4 | $814K | Buy |
3,430
+856
| +33% | +$203K | 0.58% | 42 |
|
|
2022
Q3 | $527K | Buy |
2,574
+50
| +2% | +$10.2K | 0.44% | 60 |
|
|
2022
Q2 | $607K | Buy |
+2,524
| New | +$607K | 0.6% | 47 |
|