LWAM
Legacy Wealth Asset Management’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Buy |
1,800
+4
| +0.2% | +$1.37K | 0.16% | 207 |
|
|
2025
Q1 | $627K | Sell |
1,796
-9
| -0.5% | -$3.14K | 0.17% | 196 |
|
|
2024
Q4 | $614K | Sell |
1,805
-37
| -2% | -$12.6K | 0.17% | 193 |
|
|
2024
Q3 | $703K | Sell |
1,842
-16
| -0.9% | -$6.11K | 0.19% | 167 |
|
|
2024
Q2 | $554K | Buy |
1,858
+33
| +2% | +$9.85K | 0.16% | 209 |
|
|
2024
Q1 | $634K | Buy |
1,825
+2
| +0.1% | +$695 | 0.18% | 175 |
|
|
2023
Q4 | $569K | Buy |
1,823
+4
| +0.2% | +$1.25K | 0.19% | 186 |
|
|
2023
Q3 | $464K | Buy |
1,819
+11
| +0.6% | +$2.81K | 0.17% | 214 |
|
|
2023
Q2 | $480K | Buy |
1,808
+16
| +0.9% | +$4.25K | 0.17% | 206 |
|
|
2023
Q1 | $403K | Buy |
1,792
+13
| +0.7% | +$2.92K | 0.15% | 252 |
|
|
2022
Q4 | $422K | Buy |
1,779
+26
| +1% | +$6.17K | 0.16% | 230 |
|
|
2022
Q3 | $359K | Buy |
+1,753
| New | +$359K | 0.16% | 234 |
|