Key Financial Inc’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 | $85.2K | Hold |
248
| – | – | 0.02% | 402 |
|
|
2025
Q1 | $86.6K | Buy |
248
+2
| +0.8% | +$698 | 0.02% | 386 |
|
|
2024
Q4 | $83.6K | Hold |
246
| – | – | 0.02% | 389 |
|
|
2024
Q3 | $93.9K | Buy |
246
+6
| +3% | +$2.29K | 0.02% | 358 |
|
|
2024
Q2 | $71.6K | Hold |
240
| – | – | 0.02% | 400 |
|
|
2024
Q1 | $83.4K | Hold |
240
| – | – | 0.02% | 353 |
|
|
2023
Q4 | $74.9K | Hold |
240
| – | – | 0.02% | 360 |
|
|
2023
Q3 | $61.2K | Hold |
240
| – | – | 0.02% | 370 |
|
|
2023
Q2 | $63.7K | Buy |
240
+17
| +8% | +$4.51K | 0.02% | 369 |
|
|
2023
Q1 | $50.1K | Hold |
223
| – | – | 0.02% | 395 |
|
|
2022
Q4 | $45.7K | Hold |
223
| – | – | 0.02% | 373 |
|
|
2022
Q3 | $46K | Hold |
223
| – | – | 0.02% | 376 |
|
|
2022
Q2 | $52K | Hold |
223
| – | – | 0.03% | 354 |
|
|
2022
Q1 | $56K | Hold |
223
| – | – | 0.03% | 348 |
|
|
2021
Q4 | $79K | Hold |
223
| – | – | 0.04% | 273 |
|
|
2021
Q3 | $62K | Buy |
223
+7
| +3% | +$1.95K | 0.04% | 310 |
|
|
2021
Q2 | $63K | Buy |
216
+33
| +18% | +$9.63K | 0.04% | 315 |
|
|
2021
Q1 | $45K | Hold |
183
| – | – | 0.03% | 295 |
|
|
2020
Q4 | $45K | Buy |
+183
| New | +$45K | 0.03% | 261 |
|
|
2020
Q2 | – | Sell |
-183
| Closed | -$29K | – | 529 |
|
|
2020
Q1 | $29K | Buy |
+183
| New | +$29K | 0.03% | 286 |
|