Guardian Wealth Advisors (Minnesota)’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 | $205K | Buy |
598
+15
| +3% | +$5.15K | 0.12% | 74 |
|
|
2025
Q1 | $204K | Buy |
+583
| New | +$204K | 0.13% | 72 |
|
|
2024
Q4 | – | Sell |
-598
| Closed | -$228K | – | 80 |
|
|
2024
Q3 | $228K | Buy |
+598
| New | +$228K | 0.14% | 73 |
|
|
2024
Q2 | – | Sell |
-598
| Closed | -$208K | – | 82 |
|
|
2024
Q1 | $208K | Buy |
+598
| New | +$208K | 0.13% | 77 |
|