Mosaic 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
Q1 | – | Sell |
-8,141
| Closed | -$2.77M | – | 20 |
|
|
2024
Q4 | $2.77M | Hold |
8,141
| – | – | 3.25% | 6 |
|
|
2024
Q3 | $3.11M | Hold |
8,141
| – | – | 2.38% | 8 |
|
|
2024
Q2 | $2.43M | Hold |
8,141
| – | – | 1.96% | 9 |
|
|
2024
Q1 | $2.83M | Hold |
8,141
| – | – | 2.31% | 7 |
|
|
2023
Q4 | $2.54M | Hold |
8,141
| – | – | 1.51% | 10 |
|
|
2023
Q3 | $2.08M | Hold |
8,141
| – | – | 1.9% | 9 |
|
|
2023
Q2 | $2.16M | Sell |
8,141
-115
| -1% | -$30.5K | 1.61% | 11 |
|
|
2023
Q1 | $1.86M | Sell |
8,256
-157
| -2% | -$35.3K | 1.51% | 8 |
|
|
2022
Q4 | $2M | Hold |
8,413
| – | – | 1.7% | 8 |
|
|
2022
Q3 | $1.72M | Sell |
8,413
-367
| -4% | -$75.2K | 1.38% | 7 |
|
|
2022
Q2 | $1.97M | Sell |
8,780
-391
| -4% | -$87.6K | 1.47% | 7 |
|
|
2022
Q1 | $2.29M | Sell |
9,171
-400
| -4% | -$99.8K | 2.59% | 6 |
|
|
2021
Q4 | $3.37M | Buy |
9,571
+386
| +4% | +$136K | 2.47% | 8 |
|
|
2021
Q3 | $2.57M | Sell |
9,185
-88
| -0.9% | -$24.6K | 1.71% | 10 |
|
|
2021
Q2 | $2.53M | Hold |
9,273
| – | – | 1.65% | 9 |
|
|
2021
Q1 | $2.28M | Buy |
9,273
+102
| +1% | +$25.1K | 1.93% | 8 |
|
|
2020
Q4 | $2.25M | Buy |
+9,171
| New | +$2.25M | 2.06% | 8 |
|