Journey Advisory Group’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,915
| Closed | -$929K | – | 243 |
|
|
2022
Q4 | $929K | Sell |
3,915
-2,107
| -35% | -$500K | 0.23% | 93 |
|
|
2022
Q3 | $1.23M | Sell |
6,022
-1,346
| -18% | -$276K | 0.31% | 71 |
|
|
2022
Q2 | $1.79M | Buy |
7,368
+589
| +9% | +$143K | 0.41% | 62 |
|
|
2022
Q1 | $1.69M | Buy |
6,779
+532
| +9% | +$133K | 0.43% | 59 |
|
|
2021
Q4 | $2.2M | Buy |
6,247
+55
| +0.9% | +$19.4K | 0.61% | 43 |
|
|
2021
Q3 | $1.73M | Buy |
6,192
+99
| +2% | +$27.7K | 0.56% | 46 |
|
|
2021
Q2 | $1.66M | Buy |
6,093
+339
| +6% | +$92.4K | 0.53% | 55 |
|
|
2021
Q1 | $1.42M | Buy |
5,754
+75
| +1% | +$18.5K | 0.5% | 55 |
|
|
2020
Q4 | $1.39M | Buy |
+5,679
| New | +$1.39M | 0.52% | 55 |
|