JFS Wealth Advisors’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 | $330K | Sell |
960
-1
| -0.1% | -$343 | 0.02% | 250 |
|
|
2025
Q1 | $336K | Hold |
961
| – | – | 0.02% | 244 |
|
|
2024
Q4 | $327K | Sell |
961
-3
| -0.3% | -$1.02K | 0.02% | 240 |
|
|
2024
Q3 | $368K | Buy |
964
+2
| +0.2% | +$763 | 0.02% | 226 |
|
|
2024
Q2 | $287K | Sell |
962
-36
| -4% | -$10.7K | 0.02% | 202 |
|
|
2024
Q1 | $347K | Buy |
998
+28
| +3% | +$9.73K | 0.03% | 188 |
|
|
2023
Q4 | $303K | Sell |
970
-23
| -2% | -$7.17K | 0.03% | 189 |
|
|
2023
Q3 | $253K | Buy |
993
+121
| +14% | +$30.9K | 0.02% | 194 |
|
|
2023
Q2 | $232K | Buy |
872
+22
| +3% | +$5.84K | 0.02% | 203 |
|
|
2023
Q1 | $191K | Sell |
850
-26
| -3% | -$5.84K | 0.02% | 223 |
|
|
2022
Q4 | $208K | Buy |
876
+647
| +283% | +$154K | 0.02% | 211 |
|
|
2022
Q3 | $47K | Sell |
229
-75
| -25% | -$15.4K | 0.01% | 388 |
|
|
2022
Q2 | $68K | Buy |
304
+77
| +34% | +$17.2K | 0.01% | 345 |
|
|
2022
Q1 | $57K | Buy |
227
+38
| +20% | +$9.54K | 0.01% | 400 |
|
|
2021
Q4 | $67K | Buy |
189
+24
| +15% | +$8.51K | 0.01% | 375 |
|
|
2021
Q3 | $46K | Hold |
165
| – | – | ﹤0.01% | 428 |
|
|
2021
Q2 | $45K | Hold |
165
| – | – | 0.01% | 283 |
|
|
2021
Q1 | $41K | Hold |
165
| – | – | 0.01% | 270 |
|
|
2020
Q4 | $40K | Hold |
165
| – | – | 0.01% | 266 |
|
|
2020
Q3 | $38K | Hold |
165
| – | – | 0.01% | 261 |
|
|
2020
Q2 | $32K | Hold |
165
| – | – | 0.01% | 266 |
|
|
2020
Q1 | $25K | Buy |
+165
| New | +$25K | 0.01% | 261 |
|
|
2018
Q4 | – | Sell |
-90
| Closed | -$14K | – | 519 |
|
|
2018
Q3 | $14K | Buy |
+90
| New | +$14K | ﹤0.01% | 367 |
|
|
2015
Q3 | – | Sell |
-21
| Closed | -$2K | – | 558 |
|
|
2015
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 469 |
|
|
2015
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 465 |
|
|
2014
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 484 |
|
|
2014
Q3 | $2K | Sell |
21
-9
| -30% | -$857 | ﹤0.01% | 437 |
|
|
2014
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 435 |
|