HCR Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

HCR Wealth Advisors’s Portfolio SHW Stock Details SHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$590K	Sell
2025 Q2	$596K	Sell
2025 Q1	$640K	Sell
2024 Q4	$624K	Buy
2024 Q3	$700K	Buy
2024 Q2	$385K	Sell
2024 Q1	$553K	Buy
2023 Q4	$291K	Buy
2023 Q3	$207K	Buy
2022 Q1	–	Sell
2021 Q4	$218K	Buy