NewEdge Wealth’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 | $1.22M | Sell |
3,490
-3,530
| -50% | -$1.24M | 0.02% | 486 |
|
|
2025
Q1 | $2.45M | Sell |
7,020
-7,609
| -52% | -$2.66M | 0.04% | 313 |
|
|
2024
Q4 | $4.97M | Buy |
14,629
+233
| +2% | +$79.2K | 0.09% | 187 |
|
|
2024
Q3 | $5.49M | Buy |
14,396
+350
| +2% | +$134K | 0.1% | 179 |
|
|
2024
Q2 | $4.19M | Sell |
14,046
-785
| -5% | -$234K | 0.09% | 191 |
|
|
2024
Q1 | $4.52M | Buy |
14,831
+1,369
| +10% | +$417K | 0.1% | 179 |
|
|
2023
Q4 | $4.2M | Sell |
13,462
-511
| -4% | -$159K | 0.11% | 162 |
|
|
2023
Q3 | $3.56M | Sell |
13,973
-3,161
| -18% | -$806K | 0.11% | 162 |
|
|
2023
Q2 | $4.55M | Buy |
17,134
+7,948
| +87% | +$2.11M | 0.15% | 135 |
|
|
2023
Q1 | $2.06M | Sell |
9,186
-379
| -4% | -$85.2K | 0.08% | 218 |
|
|
2022
Q4 | $2.27M | Buy |
9,565
+333
| +4% | +$79K | 0.1% | 195 |
|
|
2022
Q3 | $1.89M | Sell |
9,232
-19,471
| -68% | -$3.99M | 0.09% | 197 |
|
|
2022
Q2 | $6.43M | Buy |
28,703
+7,566
| +36% | +$1.69M | 0.29% | 89 |
|
|
2022
Q1 | $5.28M | Buy |
21,137
+1,732
| +9% | +$432K | 0.23% | 105 |
|
|
2021
Q4 | $6.83M | Buy |
19,405
+7,432
| +62% | +$2.62M | 0.29% | 90 |
|
|
2021
Q3 | $3.35M | Buy |
11,973
+498
| +4% | +$139K | 0.2% | 99 |
|
|
2021
Q2 | $3.13M | Sell |
11,475
-7,281
| -39% | -$1.98M | 0.24% | 98 |
|
|
2021
Q1 | $4.61M | Buy |
18,756
+13,170
| +236% | +$3.24M | 0.46% | 70 |
|
|
2020
Q4 | $1.37M | Buy |
+5,586
| New | +$1.37M | 0.42% | 72 |
|