Journey Strategic Wealth’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
$613K Buy
1,786
+636
+55% +$218K 0.02% 249
2025
Q1
$402K Sell
1,150
-465
-29% -$162K 0.01% 272
2024
Q4
$549K Buy
1,615
+171
+12% +$58.1K 0.02% 202
2024
Q3
$551K Buy
1,444
+579
+67% +$221K 0.02% 204
2024
Q2
$258K Buy
+865
New +$258K 0.01% 291