Jacobsen Capital Management’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $578K | Sell |
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|
2025
Q2 | $573K | Sell |
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|
2025
Q1 | $614K | Sell |
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|
2024
Q4 | $602K | Sell |
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|
2024
Q3 | $689K | Sell |
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|
2024
Q2 | $576K | Sell |
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|
2024
Q1 | $676K | Sell |
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|
2023
Q4 | $609K | Sell |
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|
2023
Q3 | $604K | Sell |
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|
2023
Q2 | $655K | Sell |
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|
2023
Q1 | $621K | Sell |
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|
2022
Q4 | $1.06M | Sell |
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|
2022
Q3 | $996K | Buy |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.67M | Sell |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $1.15M | Hold |
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|
2020
Q3 | $1.09M | Sell |
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|
2020
Q2 | $930K | Buy |
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|
2019
Q4 | $776K | Sell |
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|
2019
Q3 | $1.12M | Sell |
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|
2019
Q2 | $1.17M | Buy |
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