Heritage Wealth Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $6.8K | Buy |
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|
2024
Q3 | $6.11K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $21.4K | Hold |
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|
2023
Q2 | $22.3K | Hold |
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|
2023
Q1 | $18.9K | Sell |
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|
2022
Q4 | $39.9K | Hold |
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|
2022
Q3 | $34.4K | Sell |
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|
2022
Q2 | $114K | Buy |
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|
2022
Q1 | $42K | Hold |
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|
2021
Q4 | $59K | Hold |
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|
2021
Q3 | $47K | Hold |
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|
2021
Q2 | $45.8K | Hold |
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|
2021
Q1 | $41.3K | Hold |
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|
2020
Q4 | $41K | Hold |
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|
2020
Q3 | $39K | Hold |
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|
2020
Q2 | $32.4K | Hold |
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|
2020
Q1 | $25.7K | Sell |
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|
2019
Q4 | $34.4K | Buy |
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