Marcum Wealth’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $614K | Sell |
1,758
-9
| -0.5% | -$3.14K | 0.05% | 166 |
|
|
2024
Q4 | $601K | Sell |
1,767
-7
| -0.4% | -$2.38K | 0.05% | 169 |
|
|
2024
Q3 | $677K | Buy |
1,774
+19
| +1% | +$7.25K | 0.06% | 152 |
|
|
2024
Q2 | $524K | Buy |
1,755
+16
| +0.9% | +$4.78K | 0.05% | 182 |
|
|
2024
Q1 | $604K | Sell |
1,739
-11
| -0.6% | -$3.82K | 0.06% | 166 |
|
|
2023
Q4 | $546K | Sell |
1,750
-55
| -3% | -$17.2K | 0.06% | 168 |
|
|
2023
Q3 | $460K | Sell |
1,805
-26
| -1% | -$6.63K | 0.06% | 185 |
|
|
2023
Q2 | $486K | Buy |
1,831
+11
| +0.6% | +$2.92K | 0.06% | 179 |
|
|
2023
Q1 | $409K | Buy |
1,820
+62
| +4% | +$13.9K | 0.05% | 205 |
|
|
2022
Q4 | $417K | Sell |
1,758
-155
| -8% | -$36.8K | 0.06% | 191 |
|
|
2022
Q3 | $392K | Buy |
1,913
+228
| +14% | +$46.7K | 0.06% | 190 |
|
|
2022
Q2 | $377K | Buy |
1,685
+266
| +19% | +$59.5K | 0.06% | 199 |
|
|
2022
Q1 | $354K | Sell |
1,419
-291
| -17% | -$72.6K | 0.05% | 221 |
|
|
2021
Q4 | $602K | Sell |
1,710
-5
| -0.3% | -$1.76K | 0.08% | 155 |
|
|
2021
Q3 | $480K | Sell |
1,715
-98
| -5% | -$27.4K | 0.08% | 160 |
|
|
2021
Q2 | $494K | Buy |
1,813
+46
| +3% | +$12.5K | 0.08% | 149 |
|
|
2021
Q1 | $435K | Buy |
1,767
+468
| +36% | +$115K | 0.07% | 166 |
|
|
2020
Q4 | $319K | Buy |
1,299
+273
| +27% | +$67K | 0.07% | 102 |
|
|
2020
Q3 | $239K | Sell |
1,026
-81
| -7% | -$18.9K | 0.07% | 98 |
|
|
2020
Q2 | $213K | Buy |
+1,107
| New | +$213K | 0.07% | 105 |
|
|
2020
Q1 | – | Sell |
-2,181
| Closed | -$424K | – | 104 |
|
|
2019
Q4 | $424K | Buy |
+2,181
| New | +$424K | 0.16% | 55 |
|