Granite Bay Wealth 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
Q1 | – | Sell |
-18,477
| Closed | -$4.97M | – | 254 |
|
|
2023
Q4 | $4.97M | Sell |
18,477
-6,927
| -27% | -$1.86M | 0.04% | 107 |
|
|
2023
Q3 | $6.8M | Buy |
+25,404
| New | +$6.8M | 0.07% | 98 |
|
|
2023
Q2 | – | Sell |
-1,100
| Closed | -$247K | – | 72 |
|
|
2023
Q1 | $247K | Sell |
1,100
-72
| -6% | -$16.2K | 0.17% | 63 |
|
|
2022
Q4 | $278K | Sell |
1,172
-75
| -6% | -$17.8K | 0.18% | 51 |
|
|
2022
Q3 | $255K | Hold |
1,247
| – | – | 0.2% | 49 |
|
|
2022
Q2 | $279K | Sell |
1,247
-305
| -20% | -$68.2K | 0.22% | 42 |
|
|
2022
Q1 | $387K | Sell |
1,552
-7,755
| -83% | -$1.93M | 0.31% | 40 |
|
|
2021
Q4 | $3.28M | Buy |
+9,307
| New | +$3.28M | 3.24% | 9 |
|