Horan Securities’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-169
| Closed | -$44.9K | – | 555 |
|
2023
Q2 | $44.9K | Sell |
169
-26
| -13% | -$6.91K | 0.02% | 247 |
|
2023
Q1 | $43.9K | Hold |
195
| – | – | 0.02% | 230 |
|
2022
Q4 | $46.4K | Buy |
195
+26
| +15% | +$6.19K | 0.03% | 215 |
|
2022
Q3 | $35K | Buy |
169
+41
| +32% | +$8.49K | 0.02% | 220 |
|
2022
Q2 | $31K | Hold |
128
| – | – | 0.02% | 223 |
|
2022
Q1 | $32K | Hold |
128
| – | – | 0.02% | 215 |
|
2021
Q4 | $45K | Buy |
+128
| New | +$45K | 0.03% | 180 |
|