Homrich & Berg’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $2.16M | Buy |
7,715
+961
| +14% | +$269K | 0.05% | 147 |
|
2021
Q2 | $1.84M | Buy |
6,754
+1,210
| +22% | +$330K | 0.04% | 159 |
|
2021
Q1 | $1.36M | Buy |
5,544
+4,722
| +574% | +$1.16M | 0.04% | 176 |
|
2020
Q4 | $201K | Buy |
+822
| New | +$201K | 0.01% | 379 |
|
2018
Q3 | – | Sell |
-1,641
| Closed | -$223K | – | 334 |
|
2018
Q2 | $223K | Buy |
+1,641
| New | +$223K | 0.02% | 290 |
|
2017
Q4 | – | Sell |
-3,528
| Closed | -$421K | – | 357 |
|
2017
Q3 | $421K | Buy |
+3,528
| New | +$421K | 0.03% | 202 |
|