MPS Loria Financial Planners’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 | $1.47M | Buy |
4,284
+9
| +0.2% | +$3.09K | 0.43% | 21 |
|
|
2025
Q1 | $1.49M | Buy |
4,275
+10
| +0.2% | +$3.49K | 0.44% | 20 |
|
|
2024
Q4 | $1.45M | Buy |
4,265
+8
| +0.2% | +$2.72K | 0.43% | 20 |
|
|
2024
Q3 | $1.62M | Hold |
4,257
| – | – | 0.48% | 16 |
|
|
2024
Q2 | $1.27M | Sell |
4,257
-2,295
| -35% | -$685K | 0.41% | 22 |
|
|
2024
Q1 | $2.28M | Sell |
6,552
-5
| -0.1% | -$1.74K | 0.76% | 13 |
|
|
2023
Q4 | $2.05M | Buy |
6,557
+5
| +0.1% | +$1.56K | 0.72% | 15 |
|
|
2023
Q3 | $1.67M | Hold |
6,552
| – | – | 0.65% | 15 |
|
|
2023
Q2 | $1.74M | Hold |
6,552
| – | – | 0.65% | 14 |
|
|
2023
Q1 | $1.47M | Buy |
6,552
+2,496
| +62% | +$561K | 0.6% | 17 |
|
|
2022
Q4 | $963K | Sell |
4,056
-2,599
| -39% | -$617K | 0.43% | 25 |
|
|
2022
Q3 | $1.36M | Buy |
6,655
+606
| +10% | +$124K | 0.53% | 17 |
|
|
2022
Q2 | $1.35M | Hold |
6,049
| – | – | 0.61% | 16 |
|
|
2022
Q1 | $1.51M | Hold |
6,049
| – | – | 0.63% | 17 |
|
|
2021
Q4 | $2.13M | Sell |
6,049
-215
| -3% | -$75.7K | 0.87% | 11 |
|
|
2021
Q3 | $1.75M | Hold |
6,264
| – | – | 0.8% | 12 |
|
|
2021
Q2 | $1.71M | Hold |
6,264
| – | – | 0.79% | 12 |
|
|
2021
Q1 | $1.54M | Buy |
6,264
+678
| +12% | +$167K | 0.72% | 16 |
|
|
2020
Q4 | $1.35M | Buy |
5,586
+57
| +1% | +$13.7K | 0.6% | 20 |
|
|
2020
Q3 | $1.28M | Sell |
5,529
-990
| -15% | -$230K | 0.66% | 18 |
|
|
2020
Q2 | $1.26M | Sell |
6,519
-4,143
| -39% | -$798K | 0.67% | 17 |
|
|
2020
Q1 | $1.63M | Buy |
10,662
+30
| +0.3% | +$4.6K | 1.25% | 11 |
|
|
2019
Q4 | $2.07M | Sell |
10,632
-96
| -0.9% | -$18.7K | 1.22% | 9 |
|
|
2019
Q3 | $1.97M | Buy |
10,728
+21
| +0.2% | +$3.85K | 1.28% | 8 |
|
|
2019
Q2 | $1.64M | Buy |
10,707
+24
| +0.2% | +$3.67K | 1.05% | 13 |
|
|
2019
Q1 | $1.53M | Buy |
10,683
+27
| +0.3% | +$3.88K | 1.02% | 15 |
|
|
2018
Q4 | $1.4M | Sell |
10,656
-144
| -1% | -$18.9K | 1% | 16 |
|
|
2018
Q3 | $1.64M | Buy |
10,800
+18
| +0.2% | +$2.73K | 1.03% | 15 |
|
|
2018
Q2 | $1.47M | Buy |
10,782
+21
| +0.2% | +$2.85K | 1.48% | 13 |
|
|
2018
Q1 | $1.41M | Buy |
10,761
+18
| +0.2% | +$2.35K | 0.99% | 14 |
|
|
2017
Q4 | $1.47M | Sell |
10,743
-657
| -6% | -$89.8K | 1% | 14 |
|
|
2017
Q3 | $1.36M | Buy |
11,400
+27
| +0.2% | +$3.22K | 0.97% | 16 |
|
|
2017
Q2 | $1.26M | Buy |
+11,373
| New | +$1.26M | 0.84% | 17 |
|