LWA
Lineweaver Wealth Advisors’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
843
-19
| -2% | -$6.52K | 0.05% | 139 |
|
|
2025
Q1 | $301K | Buy |
+862
| New | +$301K | 0.05% | 124 |
|
|
2022
Q4 | – | Sell |
-1,618
| Closed | -$331K | – | 132 |
|
|
2022
Q3 | $331K | Sell |
1,618
-30
| -2% | -$6.14K | 0.11% | 100 |
|
|
2022
Q2 | $369K | Sell |
1,648
-41
| -2% | -$9.18K | 0.12% | 96 |
|
|
2022
Q1 | $421K | Buy |
1,689
+452
| +37% | +$113K | 0.12% | 100 |
|
|
2021
Q4 | $435K | Buy |
1,237
+33
| +3% | +$11.6K | 0.13% | 91 |
|
|
2021
Q3 | $336K | Buy |
1,204
+23
| +2% | +$6.42K | 0.1% | 103 |
|
|
2021
Q2 | $321K | Buy |
1,181
+776
| +192% | +$211K | 0.11% | 95 |
|
|
2021
Q1 | $299K | Buy |
405
+16
| +4% | +$11.8K | 0.11% | 90 |
|
|
2020
Q4 | $286K | Buy |
389
+80
| +26% | +$58.8K | 0.11% | 80 |
|
|
2020
Q3 | $215K | Buy |
+309
| New | +$215K | 0.1% | 84 |
|