Independent Solutions Wealth Management’s Sherwin-Williams SHW Stock Holding History

Independent Solutions Wealth Management’s Portfolio SHW Stock Details SHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,176	Closed	-$294K	–	243
2022 Q1	$294K	Sell	1,176 -75	-6%	-$20.7K	0.07%	176
2021 Q4	$441K	Hold	1,251	–	–	0.1%	148
2021 Q3	$350K	Hold	1,251	–	–	0.09%	167
2021 Q2	$341K	Buy	+1,251	New	+$343K	0.08%	162
2021 Q1	–	Sell	-1,287	Closed	-$315K	–	197
2020 Q4	$315K	Sell	1,287 -168	-12%	-$39.9K	0.1%	138
2020 Q3	$338K	Sell	1,455 -300	-17%	-$65.5K	0.13%	121
2020 Q2	$338K	Sell	1,755 -24	-1%	-$4.33K	0.14%	113
2020 Q1	$272K	Hold	1,779	–	–	0.15%	105
2019 Q4	$346K	Buy	+1,779	New	+$339K	0.15%	116

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Independent Solutions Wealth Management's SHW Position: Q2 2022 in Review

Independent Solutions Wealth Management sold out of Sherwin-Williams (SHW) in Q2 2022, closing a stake of 1,176 shares — an estimated $294K sold.

Independent Solutions Wealth Management first reported a position in SHW in Q4 2019 and held it in 9 quarters. The position peaked at $441K in Q4 2021. 1,307 funds tracked by Wall St. Rank hold SHW as of Q2 2022.

Independent Solutions Wealth Management reported no remaining Sherwin-Williams position as of Q2 2022 after selling out during the quarter.
Independent Solutions Wealth Management sold 1,176 Sherwin-Williams shares in Q2 2022, an estimated $294K.
Independent Solutions Wealth Management first reported a position in Sherwin-Williams in Q4 2019 and held it in 9 quarters.
Independent Solutions Wealth Management's Sherwin-Williams position peaked at $441K in Q4 2021.
1,307 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2022, filed 19 Dec 2024.