Legacy Financial 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 | $429K | Buy |
1,250
+40
| +3% | +$13.7K | 0.07% | 223 |
|
|
2025
Q1 | $423K | Buy |
1,210
+15
| +1% | +$5.24K | 0.07% | 221 |
|
|
2024
Q4 | $406K | Sell |
1,195
-84
| -7% | -$28.6K | 0.07% | 229 |
|
|
2024
Q3 | $488K | Buy |
1,279
+86
| +7% | +$32.8K | 0.08% | 200 |
|
|
2024
Q2 | $356K | Buy |
1,193
+39
| +3% | +$11.6K | 0.06% | 229 |
|
|
2024
Q1 | $401K | Buy |
1,154
+44
| +4% | +$15.3K | 0.07% | 200 |
|
|
2023
Q4 | $346K | Buy |
1,110
+136
| +14% | +$42.4K | 0.07% | 208 |
|
|
2023
Q3 | $248K | Buy |
974
+46
| +5% | +$11.7K | 0.05% | 223 |
|
|
2023
Q2 | $246K | Buy |
+928
| New | +$246K | 0.05% | 220 |
|
|
2022
Q1 | – | Sell |
-696
| Closed | -$245K | – | 249 |
|
|
2021
Q4 | $245K | Buy |
+696
| New | +$245K | 0.06% | 176 |
|
|
2019
Q2 | – | Sell |
-96
| Closed | -$14K | – | 761 |
|
|
2019
Q1 | $14K | Buy |
96
+45
| +88% | +$6.56K | ﹤0.01% | 545 |
|
|
2018
Q4 | $7K | Sell |
51
-33
| -39% | -$4.53K | ﹤0.01% | 660 |
|
|
2018
Q3 | $12K | Hold |
84
| – | – | ﹤0.01% | 477 |
|
|
2018
Q2 | $12K | Buy |
84
+42
| +100% | +$6K | ﹤0.01% | 480 |
|
|
2018
Q1 | $5K | Sell |
42
-96
| -70% | -$11.4K | ﹤0.01% | 648 |
|
|
2017
Q4 | $18K | Buy |
+138
| New | +$18K | 0.01% | 383 |
|