Northern Financial 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 | $1.04M | Buy |
3,042
+443
| +17% | +$152K | 0.78% | 39 |
|
|
2025
Q1 | $908K | Buy |
2,599
+393
| +18% | +$137K | 0.75% | 48 |
|
|
2024
Q4 | $750K | Buy |
2,206
+322
| +17% | +$109K | 0.6% | 52 |
|
|
2024
Q3 | $719K | Sell |
1,884
-31
| -2% | -$11.8K | 0.55% | 58 |
|
|
2024
Q2 | $571K | Hold |
1,915
| – | – | 0.46% | 69 |
|
|
2024
Q1 | $665K | Hold |
1,915
| – | – | 0.52% | 66 |
|
|
2023
Q4 | $597K | Buy |
1,915
+103
| +6% | +$32.1K | 0.5% | 63 |
|
|
2023
Q3 | $462K | Sell |
1,812
-43
| -2% | -$11K | 0.42% | 72 |
|
|
2023
Q2 | $493K | Sell |
1,855
-71
| -4% | -$18.9K | 0.43% | 70 |
|
|
2023
Q1 | $433K | Sell |
1,926
-12
| -0.6% | -$2.7K | 0.41% | 72 |
|
|
2022
Q4 | $460K | Buy |
+1,938
| New | +$460K | 0.52% | 59 |
|