HeadInvest LLC’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 | – | Sell |
-629
| Closed | -$220K | – | 227 |
|
|
2025
Q1 | $220K | Hold |
629
| – | – | 0.04% | 220 |
|
|
2024
Q4 | $214K | Hold |
629
| – | – | 0.04% | 222 |
|
|
2024
Q3 | $240K | Buy |
+629
| New | +$240K | 0.04% | 214 |
|
|
2024
Q2 | – | Sell |
-603
| Closed | -$209K | – | 236 |
|
|
2024
Q1 | $209K | Buy |
+603
| New | +$209K | 0.04% | 229 |
|
|
2023
Q4 | – | Sell |
-618
| Closed | -$156K | – | 607 |
|
|
2023
Q3 | $156K | Buy |
+618
| New | +$156K | 0.03% | 240 |
|