JGP 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 | $1.15M | Buy |
3,349
+86
| +3% | +$29.5K | 0.14% | 89 |
|
|
2025
Q1 | $1.14M | Buy |
3,263
+85
| +3% | +$29.7K | 0.15% | 85 |
|
|
2024
Q4 | $1.08M | Buy |
3,178
+25
| +0.8% | +$8.5K | 0.14% | 89 |
|
|
2024
Q3 | $1.2M | Buy |
3,153
+90
| +3% | +$34.4K | 0.15% | 81 |
|
|
2024
Q2 | $914K | Buy |
3,063
+117
| +4% | +$34.9K | 0.13% | 87 |
|
|
2024
Q1 | $1.02M | Sell |
2,946
-148
| -5% | -$51.4K | 0.15% | 82 |
|
|
2023
Q4 | $965K | Buy |
3,094
+21
| +0.7% | +$6.55K | 0.14% | 88 |
|
|
2023
Q3 | $784K | Buy |
3,073
+34
| +1% | +$8.67K | 0.13% | 91 |
|
|
2023
Q2 | $807K | Sell |
3,039
-9
| -0.3% | -$2.39K | 0.13% | 90 |
|
|
2023
Q1 | $685K | Buy |
3,048
+93
| +3% | +$20.9K | 0.12% | 98 |
|
|
2022
Q4 | $701K | Sell |
2,955
-24
| -0.8% | -$5.7K | 0.13% | 90 |
|
|
2022
Q3 | $613K | Sell |
2,979
-48
| -2% | -$9.88K | 0.13% | 95 |
|
|
2022
Q2 | $735K | Buy |
3,027
+37
| +1% | +$8.98K | 0.15% | 85 |
|
|
2022
Q1 | $789K | Buy |
2,990
+149
| +5% | +$39.3K | 0.15% | 88 |
|
|
2021
Q4 | $956K | Buy |
2,841
+577
| +25% | +$194K | 0.18% | 79 |
|
|
2021
Q3 | $633K | Buy |
2,264
+178
| +9% | +$49.8K | 0.14% | 92 |
|
|
2021
Q2 | $568K | Buy |
2,086
+265
| +15% | +$72.2K | 0.12% | 95 |
|
|
2021
Q1 | $448K | Buy |
1,821
+72
| +4% | +$17.7K | 0.1% | 101 |
|
|
2020
Q4 | $414K | Buy |
1,749
+297
| +20% | +$70.3K | 0.1% | 100 |
|
|
2020
Q3 | $335K | Buy |
1,452
+231
| +19% | +$53.3K | 0.09% | 100 |
|
|
2020
Q2 | $239K | Buy |
+1,221
| New | +$239K | 0.07% | 114 |
|
|
2020
Q1 | – | Sell |
-1,125
| Closed | -$211K | – | 136 |
|
|
2019
Q4 | $211K | Buy |
+1,125
| New | +$211K | 0.06% | 128 |
|