Lido 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 | $13.4M | Buy |
39,113
+1,610
| +4% | +$553K | 0.05% | 201 |
|
|
2025
Q1 | $13.1M | Buy |
37,503
+9,943
| +36% | +$3.47M | 0.06% | 196 |
|
|
2024
Q4 | $9.37M | Buy |
27,560
+2,424
| +10% | +$824K | 0.04% | 214 |
|
|
2024
Q3 | $9.59M | Buy |
25,136
+5,641
| +29% | +$2.15M | 0.05% | 195 |
|
|
2024
Q2 | $5.82M | Buy |
19,495
+1,178
| +6% | +$352K | 0.03% | 252 |
|
|
2024
Q1 | $6.36M | Sell |
18,317
-1,105
| -6% | -$384K | 0.04% | 233 |
|
|
2023
Q4 | $6.06M | Buy |
19,422
+2,349
| +14% | +$733K | 0.04% | 225 |
|
|
2023
Q3 | $4.35M | Buy |
17,073
+3,021
| +21% | +$770K | 0.03% | 252 |
|
|
2023
Q2 | $3.73M | Sell |
14,052
-9,439
| -40% | -$2.51M | 0.03% | 250 |
|
|
2023
Q1 | $5.28M | Buy |
23,491
+4,292
| +22% | +$965K | 0.05% | 187 |
|
|
2022
Q4 | $4.56M | Buy |
19,199
+1,603
| +9% | +$380K | 0.06% | 168 |
|
|
2022
Q3 | $3.6M | Buy |
17,596
+5,307
| +43% | +$1.09M | 0.05% | 168 |
|
|
2022
Q2 | $2.75M | Buy |
12,289
+2,552
| +26% | +$571K | 0.04% | 175 |
|
|
2022
Q1 | $2.43M | Buy |
9,737
+732
| +8% | +$183K | 0.03% | 217 |
|
|
2021
Q4 | $3.17M | Sell |
9,005
-755
| -8% | -$266K | 0.03% | 185 |
|
|
2021
Q3 | $2.73M | Buy |
9,760
+27
| +0.3% | +$7.55K | 0.04% | 198 |
|
|
2021
Q2 | $2.65M | Buy |
9,733
+214
| +2% | +$58.3K | 0.04% | 194 |
|
|
2021
Q1 | $2.34M | Buy |
9,519
+2,037
| +27% | +$501K | 0.04% | 185 |
|
|
2020
Q4 | $1.83M | Buy |
7,482
+987
| +15% | +$242K | 0.04% | 201 |
|
|
2020
Q3 | $1.51M | Sell |
6,495
-2,424
| -27% | -$563K | 0.04% | 177 |
|
|
2020
Q2 | $1.72M | Buy |
8,919
+5,244
| +143% | +$1.01M | 0.05% | 155 |
|
|
2020
Q1 | $563K | Buy |
3,675
+2,559
| +229% | +$392K | 0.02% | 272 |
|
|
2019
Q4 | $217K | Buy |
+1,116
| New | +$217K | 0.01% | 539 |
|
|
2019
Q1 | – | Sell |
-2,304
| Closed | -$302K | – | 505 |
|
|
2018
Q4 | $302K | Buy |
+2,304
| New | +$302K | 0.03% | 288 |
|