Gradient Investments’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 | $1.11M | Sell |
3,237
-134
| -4% | -$46K | 0.02% | 229 |
|
2025
Q1 | $1.18M | Sell |
3,371
-47
| -1% | -$16.4K | 0.02% | 188 |
|
2024
Q4 | $1.16M | Sell |
3,418
-39,049
| -92% | -$13.3M | 0.02% | 185 |
|
2024
Q3 | $16.2M | Buy |
42,467
+39,133
| +1,174% | +$14.9M | 0.34% | 84 |
|
2024
Q2 | $995K | Buy |
3,334
+2,710
| +434% | +$809K | 0.02% | 187 |
|
2024
Q1 | $217K | Sell |
624
-73
| -10% | -$25.4K | 0.01% | 287 |
|
2023
Q4 | $217K | Buy |
697
+625
| +868% | +$195K | 0.01% | 326 |
|
2023
Q3 | $18.4K | Sell |
72
-115
| -61% | -$29.3K | ﹤0.01% | 689 |
|
2023
Q2 | $49.7K | Hold |
187
| – | – | ﹤0.01% | 508 |
|
2023
Q1 | $42K | Buy |
187
+114
| +156% | +$25.6K | ﹤0.01% | 525 |
|
2022
Q4 | $17.3K | Buy |
73
+1
| +1% | +$237 | ﹤0.01% | 713 |
|
2022
Q3 | $15K | Hold |
72
| – | – | ﹤0.01% | 723 |
|
2022
Q2 | $16K | Hold |
72
| – | – | ﹤0.01% | 691 |
|
2022
Q1 | $18K | Hold |
72
| – | – | ﹤0.01% | 667 |
|
2021
Q4 | $25K | Hold |
72
| – | – | ﹤0.01% | 616 |
|
2021
Q3 | $20K | Sell |
72
-20
| -22% | -$5.56K | ﹤0.01% | 649 |
|
2021
Q2 | $25K | Buy |
92
+5
| +6% | +$1.36K | ﹤0.01% | 596 |
|
2021
Q1 | $21K | Sell |
87
-3
| -3% | -$724 | ﹤0.01% | 617 |
|
2020
Q4 | $21K | Sell |
90
-63
| -41% | -$14.7K | ﹤0.01% | 565 |
|
2020
Q3 | $36K | Sell |
153
-285
| -65% | -$67.1K | ﹤0.01% | 463 |
|
2020
Q2 | $84K | Buy |
438
+18
| +4% | +$3.45K | ﹤0.01% | 316 |
|
2020
Q1 | $64K | Buy |
420
+342
| +438% | +$52.1K | ﹤0.01% | 324 |
|
2019
Q4 | $15K | Hold |
78
| – | – | ﹤0.01% | 619 |
|
2019
Q3 | $14K | Buy |
78
+6
| +8% | +$1.08K | ﹤0.01% | 594 |
|
2019
Q2 | $11K | Hold |
72
| – | – | ﹤0.01% | 631 |
|
2019
Q1 | $10K | Sell |
72
-78
| -52% | -$10.8K | ﹤0.01% | 556 |
|
2018
Q4 | $20K | Hold |
150
| – | – | ﹤0.01% | 454 |
|
2018
Q3 | $23K | Hold |
150
| – | – | ﹤0.01% | 474 |
|
2018
Q2 | $20K | Sell |
150
-6
| -4% | -$800 | ﹤0.01% | 488 |
|
2018
Q1 | $20K | Sell |
156
-321
| -67% | -$41.2K | ﹤0.01% | 475 |
|
2017
Q4 | $65K | Buy |
+477
| New | +$65K | ﹤0.01% | 321 |
|
2017
Q3 | – | Sell |
-432
| Closed | -$51K | – | 627 |
|
2017
Q2 | $51K | Hold |
432
| – | – | ﹤0.01% | 309 |
|
2017
Q1 | $45K | Sell |
432
-429
| -50% | -$44.7K | ﹤0.01% | 318 |
|
2016
Q4 | $77K | Hold |
861
| – | – | 0.01% | 232 |
|
2016
Q3 | $79K | Hold |
861
| – | – | 0.01% | 224 |
|
2016
Q2 | $84K | Hold |
861
| – | – | 0.01% | 224 |
|
2016
Q1 | $82K | Hold |
861
| – | – | 0.01% | 225 |
|
2015
Q4 | $75K | Hold |
861
| – | – | 0.01% | 223 |
|
2015
Q3 | $64K | Hold |
861
| – | – | 0.01% | 217 |
|
2015
Q2 | $79K | Hold |
861
| – | – | 0.01% | 213 |
|
2015
Q1 | $82K | Buy |
+861
| New | +$82K | 0.01% | 203 |
|