Householder Group Estate & Retirement Specialist’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $43K | Buy |
127
+5
| +4% | +$1.69K | 0.03% | 223 |
|
|
2024
Q3 | $46K | Buy |
122
+39
| +47% | +$14.7K | 0.01% | 496 |
|
|
2024
Q2 | $24K | Buy |
83
+31
| +60% | +$8.96K | 0.01% | 646 |
|
|
2024
Q1 | $18.1K | Buy |
52
+8
| +18% | +$2.78K | 0.01% | 695 |
|
|
2023
Q4 | $13K | Buy |
44
+18
| +69% | +$5.32K | ﹤0.01% | 712 |
|
|
2023
Q3 | $6.63K | Buy |
+26
| New | +$6.63K | ﹤0.01% | 872 |
|
|
2023
Q1 | $36K | Buy |
+159
| New | +$36K | 0.01% | 507 |
|
|
2022
Q4 | – | Sell |
-199
| Closed | -$40K | – | 986 |
|
|
2022
Q3 | $40K | Buy |
+199
| New | +$40K | 0.02% | 441 |
|