MLA
My Legacy Advisors’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
839
-28
| -3% | -$9.85K | 0.11% | 175 |
|
|
2025
Q1 | $303K | Sell |
867
-11
| -1% | -$3.84K | 0.12% | 172 |
|
|
2024
Q4 | $305K | Hold |
878
| – | – | 0.12% | 170 |
|
|
2024
Q3 | $335K | Sell |
878
-371
| -30% | -$142K | 0.13% | 164 |
|
|
2024
Q2 | $373K | Sell |
1,249
-52
| -4% | -$15.5K | 0.12% | 174 |
|
|
2024
Q1 | $452K | Sell |
1,301
-13
| -1% | -$4.52K | 0.15% | 160 |
|
|
2023
Q4 | $391K | Buy |
1,314
+300
| +30% | +$89.2K | 0.14% | 167 |
|
|
2023
Q3 | $242K | Buy |
1,014
+212
| +26% | +$50.6K | 0.1% | 186 |
|
|
2023
Q2 | $214K | Buy |
+802
| New | +$214K | 0.08% | 205 |
|
|
2023
Q1 | – | Sell |
-3,833
| Closed | -$927K | – | 211 |
|
|
2022
Q4 | $927K | Buy |
3,833
+364
| +10% | +$88K | 0.4% | 87 |
|
|
2022
Q3 | $700K | Sell |
3,469
-237
| -6% | -$47.8K | 0.35% | 102 |
|
|
2022
Q2 | $897K | Sell |
3,706
-109
| -3% | -$26.4K | 0.45% | 71 |
|
|
2022
Q1 | $952K | Buy |
+3,815
| New | +$952K | 0.44% | 69 |
|