Geller Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.84M | Hold |
8,363
| – | – | 0.19% | 34 |
|
|
2024
Q3 | $3.19M | Buy |
8,363
+14
| +0.2% | +$5.34K | 0.22% | 31 |
|
|
2024
Q2 | $2.49M | Hold |
8,349
| – | – | 0.18% | 37 |
|
|
2024
Q1 | $2.9M | Buy |
8,349
+59
| +0.7% | +$20.5K | 0.24% | 31 |
|
|
2023
Q4 | $2.59M | Buy |
8,290
+6,900
| +496% | +$2.15M | 0.25% | 28 |
|
|
2023
Q3 | $355K | Buy |
+1,390
| New | +$355K | 0.04% | 160 |
|
|
2022
Q1 | – | Sell |
-751
| Closed | -$264K | – | 187 |
|
|
2021
Q4 | $264K | Sell |
751
-593
| -44% | -$208K | 0.05% | 129 |
|
|
2021
Q3 | $376K | Buy |
1,344
+55
| +4% | +$15.4K | 0.08% | 78 |
|
|
2021
Q2 | $351K | Sell |
1,289
-1
| -0.1% | -$272 | 0.08% | 77 |
|
|
2021
Q1 | $317K | Buy |
1,290
+213
| +20% | +$52.3K | 0.07% | 77 |
|
|
2020
Q4 | $291K | Hold |
1,077
| – | – | 0.07% | 78 |
|
|
2020
Q3 | $250K | Sell |
1,077
-69
| -6% | -$16K | 0.07% | 66 |
|
|
2020
Q2 | $221K | Sell |
1,146
-411
| -26% | -$79.3K | 0.07% | 72 |
|
|
2020
Q1 | $238K | Buy |
1,557
+204
| +15% | +$31.2K | 0.07% | 56 |
|
|
2019
Q4 | $263K | Sell |
1,353
-444
| -25% | -$86.3K | 0.08% | 43 |
|
|
2019
Q3 | $329K | Buy |
+1,797
| New | +$329K | 0.12% | 35 |
|