Meridian Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Meridian Wealth Advisors’s Portfolio SHW Stock Details SHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-603	Closed	-$209K	–	179
2024 Q1	$209K	Buy	+603	New	+$192K	0.04%	168
2022 Q1	–	Sell	-624	Closed	-$220K	–	219
2021 Q4	$220K	Buy	+624	New	+$202K	0.05%	184
2021 Q1	–	Sell	-1,104	Closed	-$270K	–	191
2020 Q4	$270K	Sell	1,104 -354	-24%	-$84K	0.1%	148
2020 Q3	$338K	Sell	1,458 -327	-18%	-$71.4K	0.15%	120
2020 Q2	$344K	Buy	+1,785	New	+$322K	0.16%	117

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Meridian Wealth Advisors's SHW Position: Q2 2024 in Review

Meridian Wealth Advisors sold out of Sherwin-Williams (SHW) in Q2 2024, closing a stake of 603 shares — an estimated $209K sold.

Meridian Wealth Advisors first reported a position in SHW in Q2 2020 and held it in 5 quarters. The position peaked at $344K in Q2 2020. 1,532 funds tracked by Wall St. Rank hold SHW as of Q2 2024.

Meridian Wealth Advisors reported no remaining Sherwin-Williams position as of Q2 2024 after selling out during the quarter.
Meridian Wealth Advisors sold 603 Sherwin-Williams shares in Q2 2024, an estimated $209K.
Meridian Wealth Advisors first reported a position in Sherwin-Williams in Q2 2020 and held it in 5 quarters.
Meridian Wealth Advisors's Sherwin-Williams position peaked at $344K in Q2 2020.
1,532 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2024.

Based on Meridian Wealth Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.