IWS
Insight Wealth Strategies’s Sherwin-Williams SHW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.53M | Buy |
12,736
+114
| +0.9% | +$40.5K | 0.57% | 50 |
|
2025
Q1 | $4.41M | Buy |
12,622
+154
| +1% | +$53.8K | 0.59% | 46 |
|
2024
Q4 | $4.24M | Sell |
12,468
-25
| -0.2% | -$8.5K | 0.57% | 50 |
|
2024
Q3 | $4.77M | Buy |
12,493
+60
| +0.5% | +$22.9K | 0.63% | 40 |
|
2024
Q2 | $3.71M | Buy |
12,433
+1,027
| +9% | +$306K | 0.53% | 47 |
|
2024
Q1 | $3.96M | Buy |
+11,406
| New | +$3.96M | 0.58% | 37 |
|