Lakeridge 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 | $12.7M | Buy |
37,010
+15
| +0% | +$5.15K | 5.84% | 3 |
|
|
2025
Q1 | $12.9M | Buy |
36,995
+546
| +1% | +$191K | 6.46% | 2 |
|
|
2024
Q4 | $12.4M | Sell |
36,449
-46
| -0.1% | -$15.6K | 6.4% | 2 |
|
|
2024
Q3 | $13.9M | Buy |
36,495
+5
| +0% | +$1.91K | 7.66% | 2 |
|
|
2024
Q2 | $10.9M | Sell |
36,490
-1,275
| -3% | -$381K | 6.55% | 2 |
|
|
2024
Q1 | $13.1M | Sell |
37,765
-31
| -0.1% | -$10.8K | 8.5% | 1 |
|
|
2023
Q4 | $11.8M | Buy |
+37,796
| New | +$11.8M | 8.52% | 1 |
|