LFS
Legacy Financial Strategies’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Buy |
10,867
+90
| +0.8% | +$30.9K | 0.73% | 23 |
|
|
2025
Q1 | $3.76M | Sell |
10,777
-219
| -2% | -$76.5K | 0.82% | 21 |
|
|
2024
Q4 | $3.66M | Sell |
10,996
-112
| -1% | -$37.3K | 0.79% | 22 |
|
|
2024
Q3 | $4.24M | Sell |
11,108
-13
| -0.1% | -$4.96K | 0.94% | 18 |
|
|
2024
Q2 | $3.31M | Buy |
11,121
+931
| +9% | +$277K | 0.79% | 22 |
|
|
2024
Q1 | $3.54M | Sell |
10,190
-141
| -1% | -$49K | 0.91% | 17 |
|
|
2023
Q4 | $3.22M | Buy |
10,331
+649
| +7% | +$202K | 0.92% | 15 |
|
|
2023
Q3 | $2.48M | Buy |
9,682
+305
| +3% | +$78.1K | 0.8% | 27 |
|
|
2023
Q2 | $2.49M | Buy |
9,377
+738
| +9% | +$196K | 0.83% | 26 |
|
|
2023
Q1 | $1.94M | Buy |
8,639
+750
| +10% | +$169K | 0.72% | 35 |
|
|
2022
Q4 | $1.87M | Buy |
7,889
+697
| +10% | +$165K | 0.77% | 31 |
|
|
2022
Q3 | $1.47M | Buy |
7,192
+876
| +14% | +$179K | 0.69% | 35 |
|
|
2022
Q2 | $1.41M | Buy |
6,316
+413
| +7% | +$92.5K | 0.7% | 32 |
|
|
2022
Q1 | $1.47M | Buy |
5,903
+26
| +0.4% | +$6.49K | 0.63% | 37 |
|
|
2021
Q4 | $2.07M | Buy |
5,877
+114
| +2% | +$40.2K | 0.89% | 16 |
|
|
2021
Q3 | $1.61M | Buy |
5,763
+271
| +5% | +$75.8K | 0.76% | 21 |
|
|
2021
Q2 | $1.5M | Buy |
5,492
+3,753
| +216% | +$1.02M | 0.72% | 25 |
|
|
2021
Q1 | $1.28M | Sell |
1,739
-6
| -0.3% | -$4.43K | 0.68% | 28 |
|
|
2020
Q4 | $1.28M | Buy |
1,745
+4
| +0.2% | +$2.94K | 0.65% | 19 |
|
|
2020
Q3 | $1.21M | Buy |
1,741
+6
| +0.3% | +$4.18K | 0.7% | 19 |
|
|
2020
Q2 | $1M | Buy |
1,735
+58
| +3% | +$33.5K | 0.77% | 20 |
|
|
2020
Q1 | $771K | Sell |
1,677
-4
| -0.2% | -$1.84K | 0.73% | 20 |
|
|
2019
Q4 | $981K | Buy |
1,681
+105
| +7% | +$61.3K | 0.79% | 18 |
|
|
2019
Q3 | $911K | Buy |
1,576
+69
| +5% | +$39.9K | 0.81% | 13 |
|
|
2019
Q2 | $701K | Buy |
1,507
+51
| +4% | +$23.7K | 0.65% | 29 |
|
|
2019
Q1 | $627K | Buy |
1,456
+112
| +8% | +$48.2K | 0.54% | 33 |
|
|
2018
Q4 | $529K | Buy |
1,344
+57
| +4% | +$22.4K | 0.52% | 30 |
|
|
2018
Q3 | $536K | Buy |
1,287
+211
| +20% | +$87.9K | 0.55% | 26 |
|
|
2018
Q2 | $439K | Buy |
1,076
+123
| +13% | +$50.2K | 0.39% | 58 |
|
|
2018
Q1 | $374K | Buy |
953
+294
| +45% | +$115K | 0.37% | 65 |
|
|
2017
Q4 | $270K | Buy |
+659
| New | +$270K | 0.29% | 79 |
|