McKinley Carter Wealth Services’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 | $387K | Hold |
1,127
| – | – | 0.02% | 239 |
|
|
2025
Q1 | $394K | Buy |
1,127
+487
| +76% | +$170K | 0.02% | 232 |
|
|
2024
Q4 | $218K | Sell |
640
-210
| -25% | -$71.4K | 0.01% | 278 |
|
|
2024
Q3 | $324K | Hold |
850
| – | – | 0.02% | 252 |
|
|
2024
Q2 | $254K | Sell |
850
-38
| -4% | -$11.3K | 0.02% | 275 |
|
|
2024
Q1 | $308K | Sell |
888
-459
| -34% | -$159K | 0.02% | 253 |
|
|
2023
Q4 | $420K | Sell |
1,347
-595
| -31% | -$186K | 0.03% | 219 |
|
|
2023
Q3 | $495K | Buy |
1,942
+1,054
| +119% | +$269K | 0.04% | 203 |
|
|
2023
Q2 | $236K | Buy |
+888
| New | +$236K | 0.02% | 279 |
|
|
2023
Q1 | – | Sell |
-888
| Closed | -$211K | – | 306 |
|
|
2022
Q4 | $211K | Sell |
888
-750
| -46% | -$178K | 0.02% | 281 |
|
|
2022
Q3 | $335K | Sell |
1,638
-1
| -0.1% | -$205 | 0.03% | 226 |
|
|
2022
Q2 | $367K | Sell |
1,639
-89
| -5% | -$19.9K | 0.03% | 226 |
|
|
2022
Q1 | $431K | Sell |
1,728
-52
| -3% | -$13K | 0.03% | 211 |
|
|
2021
Q4 | $627K | Buy |
1,780
+10
| +0.6% | +$3.52K | 0.05% | 172 |
|
|
2021
Q3 | $495K | Hold |
1,770
| – | – | 0.04% | 187 |
|
|
2021
Q2 | $482K | Sell |
1,770
-48
| -3% | -$13.1K | 0.04% | 190 |
|
|
2021
Q1 | $448K | Sell |
1,818
-204
| -10% | -$50.3K | 0.04% | 197 |
|
|
2020
Q4 | $496K | Buy |
2,022
+30
| +2% | +$7.36K | 0.07% | 164 |
|
|
2020
Q3 | $463K | Sell |
1,992
-132
| -6% | -$30.7K | 0.1% | 100 |
|
|
2020
Q2 | $409K | Sell |
2,124
-465
| -18% | -$89.5K | 0.1% | 103 |
|
|
2020
Q1 | $396K | Sell |
2,589
-288
| -10% | -$44.1K | 0.12% | 103 |
|
|
2019
Q4 | $560K | Buy |
2,877
+3
| +0.1% | +$584 | 0.13% | 103 |
|
|
2019
Q3 | $527K | Sell |
2,874
-108
| -4% | -$19.8K | 0.13% | 104 |
|
|
2019
Q2 | $455K | Sell |
2,982
-225
| -7% | -$34.3K | 0.12% | 112 |
|
|
2019
Q1 | $460K | Sell |
3,207
-216
| -6% | -$31K | 0.13% | 106 |
|
|
2018
Q4 | $449K | Sell |
3,423
-345
| -9% | -$45.3K | 0.15% | 103 |
|
|
2018
Q3 | $572K | Sell |
3,768
-600
| -14% | -$91.1K | 0.17% | 93 |
|
|
2018
Q2 | $593K | Sell |
4,368
-876
| -17% | -$119K | 0.19% | 88 |
|
|
2018
Q1 | $686K | Sell |
5,244
-960
| -15% | -$126K | 0.22% | 85 |
|
|
2017
Q4 | $848K | Sell |
6,204
-2,190
| -26% | -$299K | 0.29% | 70 |
|
|
2017
Q3 | $1M | Sell |
8,394
-10,893
| -56% | -$1.3M | 0.38% | 58 |
|
|
2017
Q2 | $2.26M | Sell |
19,287
-486
| -2% | -$56.8K | 1% | 33 |
|
|
2017
Q1 | $2.04M | Buy |
19,773
+792
| +4% | +$81.9K | 0.95% | 40 |
|
|
2016
Q4 | $1.7M | Buy |
18,981
+210
| +1% | +$18.8K | 0.86% | 45 |
|
|
2016
Q3 | $1.73M | Buy |
18,771
+2,463
| +15% | +$227K | 0.89% | 43 |
|
|
2016
Q2 | $1.6M | Buy |
16,308
+6,321
| +63% | +$619K | 0.83% | 44 |
|
|
2016
Q1 | $948K | Buy |
+9,987
| New | +$948K | 0.53% | 52 |
|