Kingsview Wealth Management’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 | $362K | Sell |
1,055
-13
| -1% | -$4.46K | 0.01% | 881 |
|
|
2025
Q1 | $373K | Buy |
1,068
+1
| +0.1% | +$349 | 0.01% | 817 |
|
|
2024
Q4 | $363K | Buy |
1,067
+107
| +11% | +$36.4K | 0.01% | 833 |
|
|
2024
Q3 | $366K | Buy |
960
+79
| +9% | +$30.1K | 0.01% | 812 |
|
|
2024
Q2 | $263K | Sell |
881
-77
| -8% | -$23K | 0.01% | 883 |
|
|
2024
Q1 | $333K | Sell |
958
-12
| -1% | -$4.17K | 0.01% | 782 |
|
|
2023
Q4 | $303K | Buy |
970
+30
| +3% | +$9.36K | 0.01% | 765 |
|
|
2023
Q3 | $240K | Sell |
940
-30
| -3% | -$7.65K | 0.01% | 832 |
|
|
2023
Q2 | $258K | Sell |
970
-203
| -17% | -$53.9K | 0.01% | 794 |
|
|
2023
Q1 | $264K | Sell |
1,173
-380
| -24% | -$85.4K | 0.01% | 758 |
|
|
2022
Q4 | $369K | Sell |
1,553
-532
| -26% | -$126K | 0.02% | 598 |
|
|
2022
Q3 | $427K | Sell |
2,085
-1,731
| -45% | -$355K | 0.02% | 539 |
|
|
2022
Q2 | $854K | Buy |
3,816
+710
| +23% | +$159K | 0.04% | 403 |
|
|
2022
Q1 | $775K | Sell |
3,106
-234
| -7% | -$58.4K | 0.03% | 467 |
|
|
2021
Q4 | $1.18M | Sell |
3,340
-49
| -1% | -$17.3K | 0.05% | 342 |
|
|
2021
Q3 | $948K | Sell |
3,389
-75
| -2% | -$21K | 0.04% | 391 |
|
|
2021
Q2 | $954K | Sell |
3,464
-6,727
| -66% | -$1.85M | 0.05% | 388 |
|
|
2021
Q1 | $848K | Buy |
10,191
+4,872
| +92% | +$405K | 0.05% | 377 |
|
|
2020
Q4 | $1.3M | Buy |
5,319
+4,041
| +316% | +$990K | 0.09% | 225 |
|
|
2020
Q3 | $297K | Buy |
1,278
+183
| +17% | +$42.5K | 0.03% | 479 |
|
|
2020
Q2 | $211K | Buy |
+1,095
| New | +$211K | 0.02% | 521 |
|
|
2020
Q1 | – | Sell |
-2,913
| Closed | -$567K | – | 526 |
|
|
2019
Q4 | $567K | Buy |
2,913
+1,497
| +106% | +$291K | 0.07% | 258 |
|
|
2019
Q3 | $259K | Buy |
+1,416
| New | +$259K | 0.04% | 362 |
|