Moneta Group Investment Advisors’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 | $599K | Buy |
1,746
+45
| +3% | +$15.4K | 0.01% | 397 |
|
|
2025
Q1 | $594K | Sell |
1,701
-159
| -9% | -$55.5K | 0.01% | 376 |
|
|
2024
Q4 | $632K | Sell |
1,860
-186
| -9% | -$63.2K | 0.01% | 356 |
|
|
2024
Q3 | $781K | Buy |
2,046
+193
| +10% | +$73.7K | 0.01% | 316 |
|
|
2024
Q2 | $553K | Buy |
1,853
+705
| +61% | +$210K | 0.01% | 369 |
|
|
2024
Q1 | $399K | Buy |
1,148
+70
| +6% | +$24.3K | 0.01% | 420 |
|
|
2023
Q4 | $336K | Buy |
1,078
+199
| +23% | +$62.1K | 0.01% | 420 |
|
|
2023
Q3 | $224K | Buy |
+879
| New | +$224K | 0.01% | 470 |
|
|
2021
Q3 | – | Sell |
-1,905
| Closed | -$519K | – | 469 |
|
|
2021
Q2 | $519K | Hold |
1,905
| – | – | 0.02% | 280 |
|
|
2021
Q1 | $469K | Sell |
1,905
-267
| -12% | -$65.7K | 0.02% | 269 |
|
|
2020
Q4 | $532K | Buy |
2,172
+363
| +20% | +$88.9K | 0.04% | 188 |
|
|
2020
Q3 | $420K | Buy |
1,809
+474
| +36% | +$110K | 0.04% | 184 |
|
|
2020
Q2 | $257K | Buy |
+1,335
| New | +$257K | 0.02% | 219 |
|
|
2018
Q3 | – | Sell |
-1,188
| Closed | -$161K | – | 340 |
|
|
2018
Q2 | $161K | Buy |
1,188
+357
| +43% | +$48.4K | 0.02% | 263 |
|
|
2018
Q1 | $109K | Buy |
831
+75
| +10% | +$9.84K | 0.01% | 234 |
|
|
2017
Q4 | $103K | Buy |
+756
| New | +$103K | 0.02% | 234 |
|
|
2015
Q4 | – | Sell |
-564
| Closed | -$42K | – | 365 |
|
|
2015
Q3 | $42K | Buy |
+564
| New | +$42K | 0.01% | 250 |
|