Legacy Capital Wealth Partners’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 | $370K | Sell |
1,077
-35
| -3% | -$12K | 0.08% | 267 |
|
|
2025
Q1 | $388K | Buy |
1,112
+84
| +8% | +$29.3K | 0.1% | 237 |
|
|
2024
Q4 | $350K | Buy |
1,028
+29
| +3% | +$9.86K | 0.09% | 242 |
|
|
2024
Q3 | $381K | Sell |
999
-231
| -19% | -$88.2K | 0.08% | 241 |
|
|
2024
Q2 | $367K | Buy |
+1,230
| New | +$367K | 0.09% | 210 |
|
|
2024
Q1 | – | Sell |
-1,051
| Closed | -$328K | – | 302 |
|
|
2023
Q4 | $328K | Buy |
1,051
+78
| +8% | +$24.3K | 0.09% | 202 |
|
|
2023
Q3 | $248K | Buy |
+973
| New | +$248K | 0.07% | 235 |
|