Institute for Wealth Management’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 | $1.28M | Sell |
3,725
-84
| -2% | -$28.8K | 0.14% | 150 |
|
|
2025
Q1 | $1.33M | Sell |
3,809
-317
| -8% | -$111K | 0.17% | 133 |
|
|
2024
Q4 | $1.4M | Buy |
4,126
+155
| +4% | +$52.7K | 0.18% | 119 |
|
|
2024
Q3 | $1.52M | Buy |
3,971
+48
| +1% | +$18.3K | 0.19% | 119 |
|
|
2024
Q2 | $1.17M | Buy |
3,923
+175
| +5% | +$52.2K | 0.16% | 143 |
|
|
2024
Q1 | $1.3M | Sell |
3,748
-25
| -0.7% | -$8.68K | 0.17% | 130 |
|
|
2023
Q4 | $1.18M | Sell |
3,773
-25
| -0.7% | -$7.8K | 0.19% | 133 |
|
|
2023
Q3 | $969K | Sell |
3,798
-139
| -4% | -$35.5K | 0.17% | 143 |
|
|
2023
Q2 | $1.05M | Sell |
3,937
-74
| -2% | -$19.6K | 0.18% | 132 |
|
|
2023
Q1 | $902K | Sell |
4,011
-115
| -3% | -$25.8K | 0.17% | 149 |
|
|
2022
Q4 | $979K | Buy |
4,126
+166
| +4% | +$39.4K | 0.21% | 134 |
|
|
2022
Q3 | $811K | Buy |
3,960
+32
| +0.8% | +$6.55K | 0.18% | 151 |
|
|
2022
Q2 | $879K | Buy |
3,928
+196
| +5% | +$43.9K | 0.17% | 152 |
|
|
2022
Q1 | $931K | Buy |
3,732
+126
| +3% | +$31.4K | 0.15% | 170 |
|
|
2021
Q4 | $1.27M | Buy |
3,606
+116
| +3% | +$40.9K | 0.21% | 126 |
|
|
2021
Q3 | $976K | Buy |
3,490
+299
| +9% | +$83.6K | 0.17% | 152 |
|
|
2021
Q2 | $870K | Buy |
3,191
+20
| +0.6% | +$5.45K | 0.15% | 175 |
|
|
2021
Q1 | $780K | Buy |
3,171
+288
| +10% | +$70.8K | 0.15% | 182 |
|
|
2020
Q4 | $706K | Buy |
2,883
+45
| +2% | +$11K | 0.14% | 186 |
|
|
2020
Q3 | $659K | Sell |
2,838
-27
| -0.9% | -$6.27K | 0.15% | 172 |
|
|
2020
Q2 | $552K | Buy |
2,865
+138
| +5% | +$26.6K | 0.14% | 209 |
|
|
2020
Q1 | $418K | Buy |
2,727
+381
| +16% | +$58.4K | 0.13% | 212 |
|
|
2019
Q4 | $456K | Buy |
2,346
+462
| +25% | +$89.8K | 0.1% | 273 |
|
|
2019
Q3 | $345K | Buy |
1,884
+45
| +2% | +$8.24K | 0.09% | 302 |
|
|
2019
Q2 | $281K | Sell |
1,839
-27
| -1% | -$4.13K | 0.06% | 371 |
|
|
2019
Q1 | $268K | Buy |
+1,866
| New | +$268K | 0.06% | 357 |
|
|
2018
Q1 | – | Sell |
-1,683
| Closed | -$231K | – | 377 |
|
|
2017
Q4 | $231K | Buy |
+1,683
| New | +$231K | 0.05% | 338 |
|