Lake Street Advisors Group’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.99M | Buy |
5,865
+27
| +0.5% | +$9.18K | 0.09% | 138 |
|
|
2024
Q3 | $2.23M | Buy |
5,838
+274
| +5% | +$105K | 0.1% | 114 |
|
|
2024
Q2 | $1.66M | Sell |
5,564
-150
| -3% | -$44.8K | 0.08% | 155 |
|
|
2024
Q1 | $1.98M | Buy |
5,714
+103
| +2% | +$35.8K | 0.09% | 146 |
|
|
2023
Q4 | $1.75M | Buy |
+5,611
| New | +$1.75M | 0.09% | 150 |
|
|
2021
Q3 | – | Sell |
-2,066
| Closed | -$628K | – | 389 |
|
|
2021
Q2 | $628K | Buy |
2,066
+2
| +0.1% | +$608 | 0.05% | 147 |
|
|
2021
Q1 | $508K | Sell |
2,064
-660
| -24% | -$162K | 0.04% | 164 |
|
|
2020
Q4 | $667K | Buy |
2,724
+30
| +1% | +$7.35K | 0.06% | 129 |
|
|
2020
Q3 | $626K | Buy |
2,694
+180
| +7% | +$41.8K | 0.06% | 124 |
|
|
2020
Q2 | $484K | Buy |
2,514
+396
| +19% | +$76.2K | 0.05% | 140 |
|
|
2020
Q1 | $324K | Buy |
2,118
+378
| +22% | +$57.8K | 0.04% | 163 |
|
|
2019
Q4 | $338K | Buy |
1,740
+96
| +6% | +$18.6K | 0.03% | 163 |
|
|
2019
Q3 | $299K | Buy |
1,644
+21
| +1% | +$3.82K | 0.03% | 150 |
|
|
2019
Q2 | $248K | Buy |
1,623
+132
| +9% | +$20.2K | 0.03% | 179 |
|
|
2019
Q1 | $214K | Buy |
+1,491
| New | +$214K | 0.02% | 205 |
|
|
2018
Q4 | – | Sell |
-1,368
| Closed | -$208K | – | 219 |
|
|
2018
Q3 | $208K | Sell |
1,368
-771
| -36% | -$117K | 0.02% | 198 |
|
|
2018
Q2 | $291K | Sell |
2,139
-426
| -17% | -$58K | 0.03% | 231 |
|
|
2018
Q1 | $335K | Sell |
2,565
-1,089
| -30% | -$142K | 0.04% | 184 |
|
|
2017
Q4 | $499K | Buy |
+3,654
| New | +$499K | 0.06% | 142 |
|