IFP 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 | $2.66M | Sell |
7,500
-141
| -2% | -$50K | 0.08% | 290 |
|
|
2025
Q1 | $2.67M | Sell |
7,641
-72
| -0.9% | -$25.1K | 0.08% | 289 |
|
|
2024
Q4 | $2.62M | Sell |
7,713
-73
| -0.9% | -$24.8K | 0.09% | 264 |
|
|
2024
Q3 | $2.97M | Buy |
7,786
+9
| +0.1% | +$3.44K | 0.11% | 212 |
|
|
2024
Q2 | $2.32M | Sell |
7,777
-47
| -0.6% | -$14K | 0.09% | 232 |
|
|
2024
Q1 | $2.72M | Sell |
7,824
-3,339
| -30% | -$1.16M | 0.12% | 184 |
|
|
2023
Q4 | $3.48M | Buy |
11,163
+2,484
| +29% | +$775K | 0.16% | 131 |
|
|
2023
Q3 | $2.21M | Sell |
8,679
-927
| -10% | -$236K | 0.1% | 212 |
|
|
2023
Q2 | $2.55M | Sell |
9,606
-272
| -3% | -$72.2K | 0.11% | 199 |
|
|
2023
Q1 | $1.38M | Sell |
9,878
-3,416
| -26% | -$477K | 0.06% | 306 |
|
|
2022
Q4 | $1.87M | Sell |
13,294
-1,003
| -7% | -$141K | 0.05% | 395 |
|
|
2022
Q3 | $2.02M | Buy |
14,297
+558
| +4% | +$78.7K | 0.05% | 394 |
|
|
2022
Q2 | $1.94M | Hold |
13,739
| – | – | 0.06% | 356 |
|
|
2022
Q1 | $1.94M | Buy |
13,739
+4,062
| +42% | +$572K | 0.06% | 356 |
|
|
2021
Q4 | $3.41M | Sell |
9,677
-151
| -2% | -$53.2K | 0.07% | 168 |
|
|
2021
Q3 | $2.74M | Buy |
9,828
+315
| +3% | +$87.9K | 0.05% | 194 |
|
|
2021
Q2 | $2.59M | Buy |
9,513
+414
| +5% | +$113K | 0.05% | 205 |
|
|
2021
Q1 | $2.24M | Buy |
9,099
+1,800
| +25% | +$443K | 0.04% | 204 |
|
|
2020
Q4 | $1.79M | Buy |
7,299
+177
| +2% | +$43.5K | 0.07% | 226 |
|
|
2020
Q3 | $1.66M | Buy |
7,122
+2,817
| +65% | +$655K | 0.1% | 199 |
|
|
2020
Q2 | $811K | Sell |
4,305
-84
| -2% | -$15.8K | 0.06% | 309 |
|
|
2020
Q1 | $680K | Buy |
4,389
+486
| +12% | +$75.3K | 0.07% | 282 |
|
|
2019
Q4 | $756K | Sell |
3,903
-15
| -0.4% | -$2.91K | 0.06% | 339 |
|
|
2019
Q3 | $713K | Buy |
+3,918
| New | +$713K | 0.05% | 391 |
|
|
2019
Q1 | $32K | Sell |
219
-8,145
| -97% | -$1.19M | ﹤0.01% | 1154 |
|
|
2018
Q4 | $1.09M | Buy |
8,364
+3,699
| +79% | +$480K | 0.07% | 328 |
|
|
2018
Q3 | $708K | Sell |
4,665
-465
| -9% | -$70.6K | 0.03% | 545 |
|
|
2018
Q2 | $697K | Sell |
5,130
-717
| -12% | -$97.4K | 0.03% | 545 |
|
|
2018
Q1 | $799K | Hold |
5,847
| – | – | 0.04% | 463 |
|
|
2017
Q4 | $799K | Sell |
5,847
-1,347
| -19% | -$184K | 0.04% | 463 |
|
|
2017
Q3 | $858K | Buy |
7,194
+2,070
| +40% | +$247K | 0.03% | 489 |
|
|
2017
Q2 | $599K | Buy |
5,124
+27
| +0.5% | +$3.16K | 0.03% | 607 |
|
|
2017
Q1 | $527K | Sell |
5,097
-84
| -2% | -$8.69K | 0.02% | 649 |
|
|
2016
Q4 | $464K | Sell |
5,181
-384
| -7% | -$34.4K | 0.02% | 647 |
|
|
2016
Q3 | $513K | Buy |
5,565
+156
| +3% | +$14.4K | 0.03% | 554 |
|
|
2016
Q2 | $530K | Buy |
5,409
+5,190
| +2,370% | +$509K | 0.03% | 524 |
|
|
2016
Q1 | $32K | Sell |
219
-1,857
| -89% | -$271K | ﹤0.01% | 1154 |
|
|
2015
Q4 | $180K | Buy |
+2,076
| New | +$180K | 0.01% | 875 |
|