IAA
Independent Advisor Alliance’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.28M | Buy |
12,460
+98
| +0.8% | +$33.7K | 0.12% | 135 |
|
|
2025
Q1 | $4.32M | Sell |
12,362
-934
| -7% | -$326K | 0.14% | 123 |
|
|
2024
Q4 | $4.52M | Buy |
13,296
+1,402
| +12% | +$477K | 0.06% | 291 |
|
|
2024
Q3 | $4.54M | Sell |
11,894
-141
| -1% | -$53.8K | 0.17% | 110 |
|
|
2024
Q2 | $3.59M | Sell |
12,035
-133
| -1% | -$39.7K | 0.12% | 144 |
|
|
2024
Q1 | $4.23M | Sell |
12,168
-370
| -3% | -$129K | 0.15% | 118 |
|
|
2023
Q4 | $3.91M | Sell |
12,538
-1,498
| -11% | -$467K | 0.14% | 124 |
|
|
2023
Q3 | $3.58M | Sell |
14,036
-1,160
| -8% | -$296K | 0.16% | 122 |
|
|
2023
Q2 | $4.03M | Sell |
15,196
-7,047
| -32% | -$1.87M | 0.18% | 105 |
|
|
2023
Q1 | $5M | Buy |
22,243
+6,538
| +42% | +$1.47M | 0.24% | 85 |
|
|
2022
Q4 | $3.73K | Sell |
15,705
-124
| -0.8% | -$29 | ﹤0.01% | 205 |
|
|
2022
Q3 | $3.24M | Buy |
15,829
+730
| +5% | +$149K | 0.19% | 109 |
|
|
2022
Q2 | $3.38M | Buy |
15,099
+136
| +0.9% | +$30.5K | 0.19% | 110 |
|
|
2022
Q1 | $3.74M | Sell |
14,963
-449
| -3% | -$112K | 0.18% | 110 |
|
|
2021
Q4 | $5.43M | Buy |
15,412
+1,096
| +8% | +$386K | 0.27% | 82 |
|
|
2021
Q3 | $4.01M | Buy |
14,316
+140
| +1% | +$39.2K | 0.22% | 94 |
|
|
2021
Q2 | $3.86M | Buy |
14,176
+9,547
| +206% | +$2.6M | 0.21% | 106 |
|
|
2021
Q1 | $3.42M | Buy |
4,629
+412
| +10% | +$304K | 0.2% | 106 |
|
|
2020
Q4 | $3.1M | Buy |
4,217
+670
| +19% | +$492K | 0.21% | 105 |
|
|
2020
Q3 | $2.47M | Sell |
3,547
-2
| -0.1% | -$1.39K | 0.19% | 110 |
|
|
2020
Q2 | $2.05M | Sell |
3,549
-672
| -16% | -$388K | 0.22% | 93 |
|
|
2020
Q1 | $1.94M | Sell |
4,221
-181
| -4% | -$83.2K | 0.28% | 69 |
|
|
2019
Q4 | $2.57M | Sell |
4,402
-339
| -7% | -$198K | 0.11% | 201 |
|
|
2019
Q3 | $2.61M | Sell |
4,741
-102
| -2% | -$56.1K | 0.32% | 73 |
|
|
2019
Q2 | $2.22M | Sell |
4,843
-92
| -2% | -$42.2K | 0.32% | 75 |
|
|
2019
Q1 | $2.13M | Sell |
4,935
-764
| -13% | -$329K | 0.3% | 80 |
|
|
2018
Q4 | $2.24M | Buy |
5,699
+557
| +11% | +$219K | 0.4% | 55 |
|
|
2018
Q3 | $2.34M | Buy |
5,142
+175
| +4% | +$79.6K | 0.42% | 51 |
|
|
2018
Q2 | $2.02M | Buy |
4,967
+2
| +0% | +$811 | 0.42% | 56 |
|
|
2018
Q1 | $1.9M | Sell |
4,965
-114
| -2% | -$43.5K | 0.42% | 54 |
|
|
2017
Q4 | $2.15M | Sell |
5,079
-188
| -4% | -$79.7K | 0.48% | 48 |
|
|
2017
Q3 | $2.01M | Buy |
5,267
+16
| +0.3% | +$6.11K | 0.55% | 46 |
|
|
2017
Q2 | $1.85M | Sell |
5,251
-688
| -12% | -$242K | 0.59% | 45 |
|
|
2017
Q1 | $1.84M | Buy |
5,939
+159
| +3% | +$49.2K | 0.29% | 99 |
|
|
2016
Q4 | $1.64M | Buy |
+5,780
| New | +$1.64M | 0.7% | 41 |
|