KFS
Kelly Financial Services’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.78M | Hold |
13,908
| – | – | 1.41% | 21 |
|
|
2025
Q1 | $4.86M | Buy |
13,908
+1
| +0% | +$349 | 1.69% | 16 |
|
|
2024
Q4 | $4.73M | Hold |
13,907
| – | – | 1.7% | 14 |
|
|
2024
Q3 | $5.31M | Hold |
13,907
| – | – | 1.95% | 12 |
|
|
2024
Q2 | $4.15M | Buy |
13,907
+1
| +0% | +$298 | 1.48% | 14 |
|
|
2024
Q1 | $4.83M | Hold |
13,906
| – | – | 1.85% | 12 |
|
|
2023
Q4 | $4.34M | Hold |
13,906
| – | – | 1.75% | 12 |
|
|
2023
Q3 | $3.55M | Buy |
13,906
+1
| +0% | +$255 | 1.63% | 14 |
|
|
2023
Q2 | $3.69M | Sell |
13,905
-8
| -0.1% | -$2.12K | 1.75% | 11 |
|
|
2023
Q1 | $3.13M | Buy |
13,913
+9
| +0.1% | +$2.02K | 1.58% | 13 |
|
|
2022
Q4 | $3.3M | Hold |
13,904
| – | – | 1.74% | 11 |
|
|
2022
Q3 | $2.85M | Buy |
13,904
+1
| +0% | +$205 | 1.66% | 9 |
|
|
2022
Q2 | $3.11M | Hold |
13,903
| – | – | 1.63% | 10 |
|
|
2022
Q1 | $3.47M | Buy |
13,903
+5
| +0% | +$1.25K | 1.57% | 13 |
|
|
2021
Q4 | $4.89M | Hold |
13,898
| – | – | 2.24% | 11 |
|
|
2021
Q3 | $3.89M | Sell |
13,898
-3,774,431
| -100% | -$1.06B | 2.19% | 10 |
|
|
2021
Q2 | $13.9M | Buy |
3,788,329
+3,783,694
| +81,633% | +$13.9M | 0.54% | 16 |
|
|
2021
Q1 | $3.42M | Hold |
4,635
| – | – | 2.13% | 10 |
|
|
2020
Q4 | $3.41M | Hold |
4,635
| – | – | 2.32% | 9 |
|
|
2020
Q3 | $3.23M | Buy |
4,635
+1
| +0% | +$697 | 2.32% | 9 |
|
|
2020
Q2 | $2.68M | Hold |
4,634
| – | – | 2.08% | 10 |
|
|
2020
Q1 | $2.13M | Sell |
4,634
-1,000
| -18% | -$460K | 2.63% | 7 |
|
|
2019
Q4 | $3.29M | Hold |
5,634
| – | – | 2.52% | 7 |
|
|
2019
Q3 | $3.1M | Hold |
5,634
| – | – | 2.81% | 6 |
|
|
2019
Q2 | $2.58M | Hold |
5,634
| – | – | 2.35% | 6 |
|
|
2019
Q1 | $2.43M | Buy |
+5,634
| New | +$2.43M | 2.7% | 6 |
|