JPWM
Jamison Private Wealth Management’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $668K | Sell |
1,945
-1,256
| -39% | -$431K | 0.1% | 127 |
|
|
2025
Q1 | $1.12M | Sell |
3,201
-106
| -3% | -$37K | 0.17% | 101 |
|
|
2024
Q4 | $1.12M | Buy |
3,307
+1,220
| +58% | +$415K | 0.17% | 103 |
|
|
2024
Q3 | $796K | Buy |
2,087
+3
| +0.1% | +$1.15K | 0.12% | 112 |
|
|
2024
Q2 | $622K | Buy |
2,084
+3
| +0.1% | +$895 | 0.1% | 121 |
|
|
2024
Q1 | $723K | Buy |
2,081
+3
| +0.1% | +$1.04K | 0.12% | 112 |
|
|
2023
Q4 | $648K | Buy |
2,078
+3
| +0.1% | +$936 | 0.12% | 114 |
|
|
2023
Q3 | $529K | Buy |
+2,075
| New | +$529K | 0.11% | 123 |
|