Icon 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 | $1.84M | Buy |
5,360
+3,864
| +258% | +$1.33M | 0.13% | 126 |
|
|
2025
Q1 | $522K | Buy |
1,496
+19
| +1% | +$6.64K | 0.04% | 215 |
|
|
2024
Q4 | $502K | Sell |
1,477
-308
| -17% | -$105K | 0.04% | 215 |
|
|
2024
Q3 | $681K | Sell |
1,785
-274
| -13% | -$105K | 0.06% | 180 |
|
|
2024
Q2 | $722K | Buy |
2,059
+487
| +31% | +$171K | 0.06% | 168 |
|
|
2024
Q1 | $546K | Sell |
1,572
-44
| -3% | -$15.3K | 0.05% | 194 |
|
|
2023
Q4 | $504K | Buy |
+1,616
| New | +$504K | 0.05% | 193 |
|