Modera 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 | $422K | Sell |
1,228
-90
| -7% | -$30.9K | 0.01% | 477 |
|
|
2025
Q1 | $460K | Sell |
1,318
-127
| -9% | -$44.3K | 0.01% | 450 |
|
|
2024
Q4 | $491K | Buy |
1,445
+112
| +8% | +$38.1K | 0.01% | 442 |
|
|
2024
Q3 | $509K | Buy |
1,333
+46
| +4% | +$17.6K | 0.01% | 409 |
|
|
2024
Q2 | $384K | Buy |
1,287
+37
| +3% | +$11K | 0.01% | 435 |
|
|
2024
Q1 | $434K | Sell |
1,250
-30
| -2% | -$10.4K | 0.01% | 412 |
|
|
2023
Q4 | $399K | Sell |
1,280
-85
| -6% | -$26.5K | 0.01% | 411 |
|
|
2023
Q3 | $348K | Sell |
1,365
-3,612
| -73% | -$921K | 0.01% | 423 |
|
|
2023
Q2 | $1.32M | Buy |
+4,977
| New | +$1.32M | 0.02% | 261 |
|
|
2022
Q1 | – | Sell |
-2,040
| Closed | -$718K | – | 550 |
|
|
2021
Q4 | $718K | Buy |
+2,040
| New | +$718K | 0.03% | 213 |
|