LRI Investments’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 | $343K | Buy |
1,000
+28
| +3% | +$9.61K | 0.03% | 215 |
|
|
2025
Q1 | $339K | Hold |
972
| – | – | 0.03% | 205 |
|
|
2024
Q4 | $330K | Sell |
972
-290
| -23% | -$98.5K | 0.03% | 192 |
|
|
2024
Q3 | $490K | Hold |
1,262
| – | – | 0.05% | 151 |
|
|
2024
Q2 | $377K | Buy |
1,262
+375
| +42% | +$112K | 0.04% | 140 |
|
|
2024
Q1 | $308K | Buy |
+887
| New | +$308K | 0.08% | 107 |
|