GoalVest Advisory’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 | $1.16M | Hold |
3,365
| – | – | 0.29% | 67 |
|
|
2025
Q1 | $1.18M | Buy |
3,365
+510
| +18% | +$178K | 0.32% | 64 |
|
|
2024
Q4 | $971K | Hold |
2,855
| – | – | 0.27% | 63 |
|
|
2024
Q3 | $1.09M | Hold |
2,855
| – | – | 0.31% | 60 |
|
|
2024
Q2 | $852K | Buy |
2,855
+5
| +0.2% | +$1.49K | 0.27% | 63 |
|
|
2024
Q1 | $990K | Buy |
+2,850
| New | +$990K | 0.33% | 57 |
|
|
2022
Q3 | – | Sell |
-132
| Closed | -$32K | – | 304 |
|
|
2022
Q2 | $32K | Buy |
132
+57
| +76% | +$13.8K | 0.02% | 186 |
|
|
2022
Q1 | $19K | Buy |
+75
| New | +$19K | 0.01% | 200 |
|