Heritage 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
Q1 | – | Sell |
-20
| Closed | -$6.8K | – | 641 |
|
|
2024
Q4 | $6.8K | Buy |
20
+4
| +25% | +$1.36K | ﹤0.01% | 470 |
|
|
2024
Q3 | $6.11K | Buy |
+16
| New | +$6.11K | ﹤0.01% | 468 |
|
|
2023
Q4 | – | Sell |
-84
| Closed | -$21.4K | – | 589 |
|
|
2023
Q3 | $21.4K | Hold |
84
| – | – | ﹤0.01% | 373 |
|
|
2023
Q2 | $22.3K | Hold |
84
| – | – | ﹤0.01% | 391 |
|
|
2023
Q1 | $18.9K | Sell |
84
-84
| -50% | -$18.9K | ﹤0.01% | 403 |
|
|
2022
Q4 | $39.9K | Hold |
168
| – | – | ﹤0.01% | 352 |
|
|
2022
Q3 | $34.4K | Sell |
168
-343
| -67% | -$70.2K | ﹤0.01% | 333 |
|
|
2022
Q2 | $114K | Buy |
511
+343
| +204% | +$76.5K | 0.01% | 250 |
|
|
2022
Q1 | $42K | Hold |
168
| – | – | ﹤0.01% | 331 |
|
|
2021
Q4 | $59K | Hold |
168
| – | – | ﹤0.01% | 315 |
|
|
2021
Q3 | $47K | Hold |
168
| – | – | ﹤0.01% | 322 |
|
|
2021
Q2 | $45.8K | Hold |
168
| – | – | ﹤0.01% | 333 |
|
|
2021
Q1 | $41.3K | Hold |
168
| – | – | ﹤0.01% | 353 |
|
|
2020
Q4 | $41K | Hold |
168
| – | – | ﹤0.01% | 344 |
|
|
2020
Q3 | $39K | Hold |
168
| – | – | 0.01% | 291 |
|
|
2020
Q2 | $32.4K | Hold |
168
| – | – | ﹤0.01% | 284 |
|
|
2020
Q1 | $25.7K | Sell |
168
-9
| -5% | -$1.38K | ﹤0.01% | 297 |
|
|
2019
Q4 | $34.4K | Buy |
+177
| New | +$34.4K | ﹤0.01% | 328 |
|