Lee Financial’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-667
| Closed | -$227K | – | 175 |
|
|
2024
Q4 | $227K | Sell |
667
-23
| -3% | -$7.82K | 0.03% | 165 |
|
|
2024
Q3 | $263K | Sell |
690
-5
| -0.7% | -$1.91K | 0.04% | 159 |
|
|
2024
Q2 | $207K | Buy |
+695
| New | +$207K | 0.03% | 141 |
|
|
2024
Q1 | – | Sell |
-125
| Closed | -$39K | – | 698 |
|
|
2023
Q4 | $39K | Hold |
125
| – | – | 0.01% | 254 |
|
|
2023
Q3 | $31.9K | Buy |
+125
| New | +$31.9K | 0.01% | 259 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$712 | – | 940 |
|
|
2022
Q4 | $712 | Hold |
3
| – | – | ﹤0.01% | 790 |
|
|
2022
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 786 |
|
|
2022
Q1 | – | Sell |
-65
| Closed | -$23K | – | 940 |
|
|
2021
Q4 | $23K | Buy |
+65
| New | +$23K | ﹤0.01% | 352 |
|