HHM 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 | $33.3K | Hold |
97
| – | – | ﹤0.01% | 436 |
|
|
2025
Q1 | $33.8K | Hold |
97
| – | – | ﹤0.01% | 422 |
|
|
2024
Q4 | $32.9K | Buy |
97
+7
| +8% | +$2.37K | ﹤0.01% | 425 |
|
|
2024
Q3 | $34.2K | Buy |
90
+1
| +1% | +$380 | ﹤0.01% | 385 |
|
|
2024
Q2 | $26.7K | Buy |
89
+45
| +102% | +$13.5K | ﹤0.01% | 419 |
|
|
2024
Q1 | $15.4K | Hold |
44
| – | – | ﹤0.01% | 457 |
|
|
2023
Q4 | $13.8K | Hold |
44
| – | – | ﹤0.01% | 461 |
|
|
2023
Q3 | $11.3K | Hold |
44
| – | – | ﹤0.01% | 485 |
|
|
2023
Q2 | $11.8K | Sell |
44
-65
| -60% | -$17.4K | ﹤0.01% | 500 |
|
|
2023
Q1 | $24.6K | Buy |
109
+103
| +1,717% | +$23.2K | 0.01% | 388 |
|
|
2022
Q4 | $1.49K | Sell |
6
-24
| -80% | -$5.97K | ﹤0.01% | 630 |
|
|
2022
Q3 | $6K | Sell |
30
-795
| -96% | -$159K | ﹤0.01% | 513 |
|
|
2022
Q2 | $185K | Hold |
825
| – | – | 0.05% | 135 |
|
|
2022
Q1 | $206K | Hold |
825
| – | – | 0.05% | 146 |
|
|
2021
Q4 | $290K | Buy |
825
+1
| +0.1% | +$352 | 0.07% | 108 |
|
|
2021
Q3 | $231K | Buy |
824
+65
| +9% | +$18.2K | 0.06% | 115 |
|
|
2021
Q2 | $207K | Buy |
759
+9
| +1% | +$2.46K | 0.06% | 124 |
|
|
2021
Q1 | $185K | Hold |
750
| – | – | 0.06% | 118 |
|
|
2020
Q4 | $184K | Hold |
750
| – | – | 0.06% | 111 |
|
|
2020
Q3 | $174K | Hold |
750
| – | – | 0.07% | 99 |
|
|
2020
Q2 | $145K | Sell |
750
-33
| -4% | -$6.38K | 0.06% | 103 |
|
|
2020
Q1 | $120K | Buy |
+783
| New | +$120K | 0.06% | 106 |
|