Northstar Advisory Group’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 |
-3,951
| Closed | -$1.34M | – | 114 |
|
|
2024
Q4 | $1.34M | Sell |
3,951
-1,605
| -29% | -$546K | 0.68% | 37 |
|
|
2024
Q3 | $2.12M | Buy |
+5,556
| New | +$2.12M | 1.1% | 30 |
|
|
2022
Q3 | – | Sell |
-1,310
| Closed | -$293K | – | 95 |
|
|
2022
Q2 | $293K | Sell |
1,310
-1,465
| -53% | -$328K | 0.22% | 61 |
|
|
2022
Q1 | $693K | Buy |
2,775
+1,475
| +113% | +$368K | 0.45% | 52 |
|
|
2021
Q4 | $458K | Buy |
+1,300
| New | +$458K | 0.27% | 65 |
|
|
2021
Q3 | – | Sell |
-1,213
| Closed | -$330K | – | 113 |
|
|
2021
Q2 | $330K | Buy |
1,213
+166
| +16% | +$45.2K | 0.21% | 90 |
|
|
2021
Q1 | $258K | Buy |
1,047
+18
| +2% | +$4.44K | 0.2% | 93 |
|
|
2020
Q4 | $252K | Buy |
+1,029
| New | +$252K | 0.21% | 93 |
|