Mission Wealth Management’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 | $6.78M | Sell |
19,757
-1,173
| -6% | -$403K | 0.15% | 86 |
|
|
2025
Q1 | $7.31M | Sell |
20,930
-1,423
| -6% | -$497K | 0.18% | 74 |
|
|
2024
Q4 | $7.6M | Buy |
22,353
+128
| +0.6% | +$43.5K | 0.18% | 72 |
|
|
2024
Q3 | $8.48M | Sell |
22,225
-3,519
| -14% | -$1.34M | 0.21% | 62 |
|
|
2024
Q2 | $7.68M | Buy |
25,744
+1,236
| +5% | +$369K | 0.2% | 61 |
|
|
2024
Q1 | $8.51M | Sell |
24,508
-2,125
| -8% | -$738K | 0.22% | 66 |
|
|
2023
Q4 | $8.31M | Sell |
26,633
-533
| -2% | -$166K | 0.27% | 51 |
|
|
2023
Q3 | $6.93M | Sell |
27,166
-2,392
| -8% | -$610K | 0.26% | 55 |
|
|
2023
Q2 | $7.85M | Sell |
29,558
-552
| -2% | -$147K | 0.3% | 48 |
|
|
2023
Q1 | $6.77M | Sell |
30,110
-1,440
| -5% | -$324K | 0.28% | 52 |
|
|
2022
Q4 | $7.49M | Sell |
31,550
-405
| -1% | -$96.1K | 0.36% | 43 |
|
|
2022
Q3 | $6.54M | Buy |
31,955
+11,354
| +55% | +$2.32M | 0.35% | 41 |
|
|
2022
Q2 | $4.61M | Buy |
20,601
+101
| +0.5% | +$22.6K | 0.24% | 54 |
|
|
2022
Q1 | $5.12M | Buy |
20,500
+38
| +0.2% | +$9.49K | 0.24% | 54 |
|
|
2021
Q4 | $7.21M | Sell |
20,462
-356
| -2% | -$125K | 0.32% | 44 |
|
|
2021
Q3 | $5.82M | Buy |
20,818
+14,985
| +257% | +$4.19M | 0.3% | 49 |
|
|
2021
Q2 | $1.59M | Buy |
5,833
+76
| +1% | +$20.7K | 0.08% | 116 |
|
|
2021
Q1 | $1.42M | Buy |
5,757
+87
| +2% | +$21.4K | 0.08% | 112 |
|
|
2020
Q4 | $1.39M | Sell |
5,670
-429
| -7% | -$105K | 0.09% | 109 |
|
|
2020
Q3 | $1.42M | Buy |
6,099
+78
| +1% | +$18.1K | 0.11% | 92 |
|
|
2020
Q2 | $1.16M | Buy |
6,021
+57
| +1% | +$11K | 0.1% | 100 |
|
|
2020
Q1 | $914K | Sell |
5,964
-627
| -10% | -$96.1K | 0.1% | 104 |
|
|
2019
Q4 | $1.28M | Buy |
6,591
+81
| +1% | +$15.8K | 0.12% | 98 |
|
|
2019
Q3 | $1.19M | Sell |
6,510
-114
| -2% | -$20.9K | 0.13% | 92 |
|
|
2019
Q2 | $1.01M | Sell |
6,624
-714
| -10% | -$109K | 0.11% | 95 |
|
|
2019
Q1 | $1.05M | Buy |
7,338
+270
| +4% | +$38.8K | 0.12% | 94 |
|
|
2018
Q4 | $927K | Sell |
7,068
-1,197
| -14% | -$157K | 0.12% | 94 |
|
|
2018
Q3 | $1.25M | Sell |
8,265
-591
| -7% | -$89.7K | 0.17% | 79 |
|
|
2018
Q2 | $1.2M | Buy |
8,856
+18
| +0.2% | +$2.45K | 0.18% | 73 |
|
|
2018
Q1 | $1.16M | Sell |
8,838
-465
| -5% | -$60.8K | 0.19% | 64 |
|
|
2017
Q4 | $1.27M | Hold |
9,303
| – | – | 0.22% | 55 |
|
|
2017
Q3 | $1.11M | Hold |
9,303
| – | – | 0.2% | 57 |
|
|
2017
Q2 | $1.09M | Sell |
9,303
-9
| -0.1% | -$1.05K | 0.21% | 58 |
|
|
2017
Q1 | $963K | Buy |
9,312
+4,737
| +104% | +$490K | 0.19% | 61 |
|
|
2016
Q4 | $410K | Hold |
4,575
| – | – | 0.08% | 108 |
|
|
2016
Q3 | $422K | Hold |
4,575
| – | – | 0.1% | 95 |
|
|
2016
Q2 | $448K | Hold |
4,575
| – | – | 0.12% | 87 |
|
|
2016
Q1 | $434K | Buy |
+4,575
| New | +$434K | 0.12% | 87 |
|