Joel Isaacson & Co’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 | $308K | Hold |
897
| – | – | 0.01% | 329 |
|
|
2025
Q1 | $313K | Hold |
897
| – | – | 0.01% | 310 |
|
|
2024
Q4 | $305K | Buy |
+897
| New | +$305K | 0.01% | 298 |
|
|
2017
Q1 | – | Sell |
-354
| Closed | -$32K | – | 470 |
|
|
2016
Q4 | $32K | Hold |
354
| – | – | 0.01% | 375 |
|
|
2016
Q3 | $33K | Hold |
354
| – | – | 0.01% | 390 |
|
|
2016
Q2 | $35K | Buy |
354
+315
| +808% | +$31.1K | 0.01% | 380 |
|
|
2016
Q1 | $4K | Hold |
39
| – | – | ﹤0.01% | 683 |
|
|
2015
Q4 | $3K | Hold |
39
| – | – | ﹤0.01% | 666 |
|
|
2015
Q3 | $3K | Sell |
39
-108
| -73% | -$8.31K | ﹤0.01% | 664 |
|
|
2015
Q2 | $13K | Buy |
+147
| New | +$13K | ﹤0.01% | 558 |
|
|
2014
Q4 | – | Sell |
-60
| Closed | -$4K | – | 658 |
|
|
2014
Q3 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 540 |
|