Meridian Wealth Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-603
| Closed | -$209K | – | 179 |
|
|
2024
Q1 | $209K | Buy |
+603
| New | +$209K | 0.04% | 168 |
|
|
2022
Q1 | – | Sell |
-624
| Closed | -$220K | – | 219 |
|
|
2021
Q4 | $220K | Buy |
+624
| New | +$220K | 0.05% | 184 |
|
|
2021
Q1 | – | Sell |
-1,104
| Closed | -$270K | – | 191 |
|
|
2020
Q4 | $270K | Sell |
1,104
-354
| -24% | -$86.6K | 0.1% | 148 |
|
|
2020
Q3 | $338K | Sell |
1,458
-327
| -18% | -$75.8K | 0.15% | 120 |
|
|
2020
Q2 | $344K | Buy |
+1,785
| New | +$344K | 0.16% | 117 |
|