Jessup 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 | $804K | Buy |
2,341
+32
| +1% | +$11K | 0.32% | 42 |
|
|
2025
Q1 | $806K | Sell |
2,309
-38
| -2% | -$13.3K | 0.34% | 40 |
|
|
2024
Q4 | $798K | Hold |
2,347
| – | – | 0.34% | 35 |
|
|
2024
Q3 | $896K | Sell |
2,347
-218
| -8% | -$83.2K | 0.41% | 32 |
|
|
2024
Q2 | $765K | Sell |
2,565
-20,863
| -89% | -$6.23M | 0.33% | 37 |
|
|
2024
Q1 | $8.14M | Sell |
23,428
-195
| -0.8% | -$67.7K | 3.48% | 9 |
|
|
2023
Q4 | $7.37M | Buy |
23,623
+282
| +1% | +$88K | 3.68% | 9 |
|
|
2023
Q3 | $5.95M | Buy |
23,341
+20,343
| +679% | +$5.19M | 3.43% | 8 |
|
|
2023
Q2 | $796K | Sell |
2,998
-200
| -6% | -$53.1K | 0.43% | 36 |
|
|
2023
Q1 | $719K | Sell |
3,198
-43
| -1% | -$9.67K | 0.43% | 37 |
|
|
2022
Q4 | $769K | Buy |
+3,241
| New | +$769K | 0.49% | 37 |
|