Kingswood Wealth Advisors’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
$278K Buy
810
+2
+0.2% +$687 0.02% 594
2025
Q1
$282K Buy
808
+3
+0.4% +$1.05K 0.03% 569
2024
Q4
$274K Buy
+805
New +$274K 0.02% 638
2024
Q3
Sell
-784
Closed -$234K 740
2024
Q2
$234K Buy
+784
New +$234K 0.02% 592