JFS Wealth Advisors’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
Q2 | $330K | Sell |
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|
2025
Q1 | $336K | Hold |
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|
2024
Q4 | $327K | Sell |
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|
2024
Q3 | $368K | Buy |
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|
2024
Q2 | $287K | Sell |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $303K | Sell |
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|
2023
Q3 | $253K | Buy |
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|
2023
Q2 | $232K | Buy |
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|
2023
Q1 | $191K | Sell |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q3 | $47K | Sell |
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|
2022
Q2 | $68K | Buy |
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|
2022
Q1 | $57K | Buy |
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|
2021
Q4 | $67K | Buy |
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|
2021
Q3 | $46K | Hold |
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|
2021
Q2 | $45K | Hold |
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|
2021
Q1 | $41K | Hold |
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|
2020
Q4 | $40K | Hold |
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|
2020
Q3 | $38K | Hold |
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|
2020
Q2 | $32K | Hold |
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|
2020
Q1 | $25K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $14K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2K | Hold |
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|
2015
Q1 | $2K | Hold |
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|
2014
Q4 | $2K | Hold |
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|
2014
Q3 | $2K | Sell |
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|
2014
Q2 | $2K | Buy |
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