IAM Advisory’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 | – | Sell |
-9,600
| Closed | -$3.35M | – | 105 |
|
|
2025
Q1 | $3.35M | Hold |
9,600
| – | – | 0.87% | 18 |
|
|
2024
Q4 | $3.26M | Hold |
9,600
| – | – | 0.83% | 19 |
|
|
2024
Q3 | $3.66M | Hold |
9,600
| – | – | 0.93% | 18 |
|
|
2024
Q2 | $2.86M | Hold |
9,600
| – | – | 0.78% | 20 |
|
|
2024
Q1 | $3.33M | Hold |
9,600
| – | – | 0.91% | 17 |
|
|
2023
Q4 | $2.99M | Hold |
9,600
| – | – | 0.94% | 17 |
|
|
2023
Q3 | $2.45M | Hold |
9,600
| – | – | 0.86% | 17 |
|
|
2023
Q2 | $2.55M | Hold |
9,600
| – | – | 0.87% | 16 |
|
|
2023
Q1 | $2.16M | Hold |
9,600
| – | – | 0.75% | 17 |
|
|
2022
Q4 | $2.28M | Hold |
9,600
| – | – | 0.84% | 18 |
|
|
2022
Q3 | $1.97M | Hold |
9,600
| – | – | 0.83% | 18 |
|
|
2022
Q2 | $2.15M | Hold |
9,600
| – | – | 0.88% | 18 |
|
|
2022
Q1 | $2.4M | Hold |
9,600
| – | – | 0.97% | 12 |
|
|
2021
Q4 | $3.1M | Hold |
9,600
| – | – | 1.23% | 12 |
|
|
2021
Q3 | $2.77M | Buy |
+9,600
| New | +$2.77M | 1.17% | 11 |
|
|
2021
Q2 | – | Sell |
-28,800
| Closed | -$2.67M | – | 95 |
|
|
2021
Q1 | $2.67M | Buy |
28,800
+19,200
| +200% | +$1.78M | 1.16% | 10 |
|
|
2020
Q4 | $2.24M | Buy |
+9,600
| New | +$2.24M | 1.13% | 9 |
|