Legacy 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 | – | Sell |
-5,046
| Closed | -$1.76M | – | 342 |
|
|
2025
Q1 | $1.76M | Buy |
5,046
+1,067
| +27% | +$373K | 0.18% | 96 |
|
|
2024
Q4 | $1.35M | Buy |
3,979
+206
| +5% | +$70K | 0.13% | 118 |
|
|
2024
Q3 | $1.44M | Buy |
3,773
+106
| +3% | +$40.5K | 0.16% | 114 |
|
|
2024
Q2 | $1.09M | Buy |
+3,667
| New | +$1.09M | 0.13% | 121 |
|
|
2017
Q4 | – | Sell |
-39
| Closed | -$4K | – | 416 |
|
|
2017
Q3 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 304 |
|