HB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
33,086
+1,260
| +4% | +$433K | 0.09% | 118 |
|
|
2025
Q1 | $11.1M | Buy |
31,826
+10,301
| +48% | +$3.6M | 0.09% | 119 |
|
|
2024
Q4 | $7.32M | Buy |
21,525
+153
| +0.7% | +$52K | 0.07% | 126 |
|
|
2024
Q3 | $8.16M | Buy |
21,372
+252
| +1% | +$96.2K | 0.09% | 110 |
|
|
2024
Q2 | $6.3M | Buy |
21,120
+502
| +2% | +$150K | 0.07% | 129 |
|
|
2024
Q1 | $7.16M | Sell |
20,618
-337
| -2% | -$117K | 0.09% | 115 |
|
|
2023
Q4 | $6.54M | Buy |
20,955
+471
| +2% | +$147K | 0.09% | 115 |
|
|
2023
Q3 | $5.22M | Buy |
20,484
+1,355
| +7% | +$346K | 0.08% | 122 |
|
|
2023
Q2 | $5.08M | Buy |
19,129
+628
| +3% | +$167K | 0.08% | 121 |
|
|
2023
Q1 | $4.16M | Buy |
18,501
+1,524
| +9% | +$343K | 0.07% | 138 |
|
|
2022
Q4 | $4.03M | Buy |
16,977
+1,234
| +8% | +$293K | 0.07% | 134 |
|
|
2022
Q3 | $3.22M | Buy |
15,743
+1,711
| +12% | +$350K | 0.07% | 134 |
|
|
2022
Q2 | $3.14M | Buy |
14,032
+1,740
| +14% | +$390K | 0.06% | 140 |
|
|
2022
Q1 | $3.07M | Buy |
12,292
+3,233
| +36% | +$807K | 0.06% | 140 |
|
|
2021
Q4 | $3.19M | Buy |
+9,059
| New | +$3.19M | 0.06% | 120 |
|