HCR Wealth Advisors’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 | $596K | Sell |
1,737
-95
| -5% | -$32.6K | 0.07% | 128 |
|
|
2025
Q1 | $640K | Sell |
1,832
-3
| -0.2% | -$1.05K | 0.08% | 121 |
|
|
2024
Q4 | $624K | Buy |
1,835
+1
| +0.1% | +$340 | 0.08% | 120 |
|
|
2024
Q3 | $700K | Buy |
1,834
+544
| +42% | +$208K | 0.09% | 119 |
|
|
2024
Q2 | $385K | Sell |
1,290
-301
| -19% | -$89.8K | 0.06% | 151 |
|
|
2024
Q1 | $553K | Buy |
1,591
+659
| +71% | +$229K | 0.08% | 125 |
|
|
2023
Q4 | $291K | Buy |
932
+122
| +15% | +$38.1K | 0.05% | 159 |
|
|
2023
Q3 | $207K | Buy |
+810
| New | +$207K | 0.05% | 161 |
|
|
2022
Q1 | – | Sell |
-618
| Closed | -$218K | – | 203 |
|
|
2021
Q4 | $218K | Buy |
+618
| New | +$218K | 0.03% | 187 |
|