JNBA Financial 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 | $34.3K | Hold |
100
| – | – | ﹤0.01% | 333 |
|
|
2025
Q1 | $34.9K | Hold |
100
| – | – | ﹤0.01% | 319 |
|
|
2024
Q4 | $34K | Hold |
100
| – | – | ﹤0.01% | 323 |
|
|
2024
Q3 | $38.2K | Hold |
100
| – | – | ﹤0.01% | 315 |
|
|
2024
Q2 | $29.8K | Hold |
100
| – | – | ﹤0.01% | 341 |
|
|
2024
Q1 | $34.7K | Hold |
100
| – | – | ﹤0.01% | 328 |
|
|
2023
Q4 | $31.2K | Sell |
100
-13
| -12% | -$4.06K | ﹤0.01% | 340 |
|
|
2023
Q3 | $28.8K | Buy |
113
+13
| +13% | +$3.32K | ﹤0.01% | 341 |
|
|
2023
Q2 | $26.6K | Sell |
100
-15
| -13% | -$3.98K | ﹤0.01% | 361 |
|
|
2023
Q1 | $25.8K | Buy |
115
+15
| +15% | +$3.37K | ﹤0.01% | 359 |
|
|
2022
Q4 | $23.7K | Sell |
100
-3
| -3% | -$712 | ﹤0.01% | 355 |
|
|
2022
Q3 | $21K | Buy |
103
+3
| +3% | +$612 | ﹤0.01% | 373 |
|
|
2022
Q2 | $22K | Hold |
100
| – | – | ﹤0.01% | 381 |
|
|
2022
Q1 | $25K | Sell |
100
-51
| -34% | -$12.8K | ﹤0.01% | 371 |
|
|
2021
Q4 | $53K | Buy |
151
+1
| +0.7% | +$351 | 0.01% | 298 |
|
|
2021
Q3 | $42K | Sell |
150
-33
| -18% | -$9.24K | 0.01% | 315 |
|
|
2021
Q2 | $50K | Hold |
183
| – | – | 0.01% | 287 |
|
|
2021
Q1 | $45K | Buy |
183
+3
| +2% | +$738 | 0.01% | 290 |
|
|
2020
Q4 | $44K | Hold |
180
| – | – | 0.01% | 271 |
|
|
2020
Q3 | $42K | Hold |
180
| – | – | 0.01% | 258 |
|
|
2020
Q2 | $35K | Hold |
180
| – | – | 0.01% | 269 |
|
|
2020
Q1 | $28K | Sell |
180
-84
| -32% | -$13.1K | 0.01% | 276 |
|
|
2019
Q4 | $51K | Hold |
264
| – | – | 0.01% | 241 |
|
|
2019
Q3 | $48K | Hold |
264
| – | – | 0.01% | 232 |
|
|
2019
Q2 | $40K | Hold |
264
| – | – | 0.01% | 267 |
|
|
2019
Q1 | $38K | Hold |
264
| – | – | 0.01% | 258 |
|
|
2018
Q4 | $35K | Buy |
+264
| New | +$35K | 0.01% | 243 |
|
|
2018
Q3 | – | Sell |
-264
| Closed | -$36K | – | 671 |
|
|
2018
Q2 | $36K | Hold |
264
| – | – | 0.01% | 261 |
|
|
2018
Q1 | $35K | Hold |
264
| – | – | 0.01% | 260 |
|
|
2017
Q4 | $36K | Hold |
264
| – | – | 0.01% | 255 |
|
|
2017
Q3 | $32K | Hold |
264
| – | – | 0.01% | 255 |
|
|
2017
Q2 | $31K | Hold |
264
| – | – | 0.01% | 249 |
|
|
2017
Q1 | $27K | Hold |
264
| – | – | 0.01% | 261 |
|
|
2016
Q4 | $24K | Sell |
264
-165
| -38% | -$15K | 0.01% | 278 |
|
|
2016
Q3 | $40K | Buy |
+429
| New | +$40K | 0.01% | 591 |
|