Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Sherwin-Williams SHW Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio SHW Stock Details SHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9
Closed -$2.29K – 428
2023
Q3 		$2.29K Buy
+9
New +$2.41K ﹤0.01% 449

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Legacy Financial Group (Iowa)'s SHW Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Sherwin-Williams (SHW) in Q4 2023, closing a stake of 9 shares — an estimated $2.29K sold.

Legacy Financial Group (Iowa) first reported a position in SHW in Q3 2023 and held it in 1 quarter. The position peaked at $2.29K in Q3 2023. 1,510 funds tracked by Wall St. Rank hold SHW as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Sherwin-Williams position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 9 Sherwin-Williams shares in Q4 2023, an estimated $2.29K.
  • Legacy Financial Group (Iowa) first reported a position in Sherwin-Williams in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Sherwin-Williams position peaked at $2.29K in Q3 2023.
  • 1,510 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.