Independent Family Office’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 | $1.94M | Buy |
5,657
+25
| +0.4% | +$8.58K | 0.9% | 19 |
|
|
2025
Q1 | $1.97M | Hold |
5,632
| – | – | 1.03% | 15 |
|
|
2024
Q4 | $1.91M | Hold |
5,632
| – | – | 0.99% | 16 |
|
|
2024
Q3 | $2.15M | Buy |
5,632
+182
| +3% | +$69.5K | 1.08% | 18 |
|
|
2024
Q2 | $1.63M | Sell |
5,450
-1,729
| -24% | -$516K | 0.93% | 20 |
|
|
2024
Q1 | $2.49M | Hold |
7,179
| – | – | 1.34% | 18 |
|
|
2023
Q4 | $2.24M | Hold |
7,179
| – | – | 1.27% | 18 |
|
|
2023
Q3 | $1.83M | Hold |
7,179
| – | – | 1.14% | 19 |
|
|
2023
Q2 | $1.91M | Sell |
7,179
-171
| -2% | -$45.4K | 1.15% | 19 |
|
|
2023
Q1 | $1.65M | Hold |
7,350
| – | – | 0.95% | 23 |
|
|
2022
Q4 | $1.74M | Hold |
7,350
| – | – | 1.05% | 20 |
|
|
2022
Q3 | $1.51M | Buy |
+7,350
| New | +$1.51M | 0.74% | 22 |
|