Gerber Kawasaki Wealth & Investment Management’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-116
| Closed | -$40.5K | – | 300 |
|
|
2024
Q1 | $40.5K | Buy |
+116
| New | +$40.5K | ﹤0.01% | 280 |
|
|
2022
Q1 | – | Sell |
-700
| Closed | -$246K | – | 281 |
|
|
2021
Q4 | $246K | Sell |
700
-205
| -23% | -$72K | 0.02% | 234 |
|
|
2021
Q3 | $253K | Sell |
905
-2,303
| -72% | -$644K | 0.03% | 161 |
|
|
2021
Q2 | $874K | Buy |
3,208
+1
| +0% | +$272 | 0.09% | 108 |
|
|
2021
Q1 | $788K | Hold |
3,207
| – | – | 0.09% | 104 |
|
|
2020
Q4 | $785K | Buy |
3,207
+18
| +0.6% | +$4.41K | 0.11% | 86 |
|
|
2020
Q3 | $740K | Buy |
3,189
+45
| +1% | +$10.4K | 0.16% | 65 |
|
|
2020
Q2 | $605K | Buy |
+3,144
| New | +$605K | 0.13% | 77 |
|