JJBC
James J. Burns & Company’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Hold |
950
| – | – | 0.05% | 115 |
|
|
2025
Q1 | $332K | Hold |
950
| – | – | 0.06% | 107 |
|
|
2024
Q4 | $323K | Hold |
950
| – | – | 0.06% | 108 |
|
|
2024
Q3 | $362K | Buy |
950
+150
| +19% | +$57.2K | 0.07% | 94 |
|
|
2024
Q2 | $239K | Hold |
800
| – | – | 0.05% | 114 |
|
|
2024
Q1 | $267K | Hold |
800
| – | – | 0.09% | 74 |
|
|
2023
Q4 | $250K | Hold |
800
| – | – | 0.06% | 105 |
|
|
2023
Q3 | $204K | Sell |
800
-118
| -13% | -$30.1K | 0.05% | 101 |
|
|
2023
Q2 | $244K | Sell |
918
-82
| -8% | -$21.8K | 0.06% | 98 |
|
|
2023
Q1 | $225K | Hold |
1,000
| – | – | 0.06% | 106 |
|
|
2022
Q4 | $237K | Sell |
1,000
-200
| -17% | -$47.4K | 0.1% | 73 |
|
|
2022
Q3 | $246K | Buy |
+1,200
| New | +$246K | 0.11% | 71 |
|