GeoWealth Management’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 | $1.5M | Sell |
4,365
-29
| -0.7% | -$9.96K | 0.06% | 188 |
|
|
2025
Q1 | $1.53M | Sell |
4,394
-489
| -10% | -$171K | 0.06% | 190 |
|
|
2024
Q4 | $1.66M | Sell |
4,883
-104
| -2% | -$35.4K | 0.05% | 200 |
|
|
2024
Q3 | $1.9M | Buy |
4,987
+18
| +0.4% | +$6.87K | 0.07% | 195 |
|
|
2024
Q2 | $1.48M | Buy |
4,969
+737
| +17% | +$220K | 0.06% | 200 |
|
|
2024
Q1 | $1.47M | Buy |
4,232
+1,760
| +71% | +$611K | 0.06% | 228 |
|
|
2023
Q4 | $771K | Buy |
+2,472
| New | +$771K | 0.06% | 251 |
|
|
2022
Q1 | – | Sell |
-119
| Closed | -$41K | – | 420 |
|
|
2021
Q4 | $41K | Buy |
+119
| New | +$41K | ﹤0.01% | 321 |
|