OneDigital Investment 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 | $817K | Buy |
2,380
+87
| +4% | +$29.9K | 0.01% | 709 |
|
|
2025
Q1 | $801K | Buy |
2,293
+26
| +1% | +$9.08K | 0.01% | 682 |
|
|
2024
Q4 | $771K | Sell |
2,267
-380
| -14% | -$129K | 0.01% | 725 |
|
|
2024
Q3 | $1.01M | Buy |
2,647
+370
| +16% | +$141K | 0.01% | 649 |
|
|
2024
Q2 | $679K | Buy |
2,277
+670
| +42% | +$200K | 0.01% | 768 |
|
|
2024
Q1 | $558K | Buy |
1,607
+138
| +9% | +$47.9K | 0.01% | 701 |
|
|
2023
Q4 | $458K | Sell |
1,469
-1,587
| -52% | -$495K | 0.01% | 750 |
|
|
2023
Q3 | $779K | Buy |
3,056
+1,778
| +139% | +$453K | 0.02% | 494 |
|
|
2023
Q2 | $339K | Sell |
1,278
-89
| -7% | -$23.6K | 0.01% | 777 |
|
|
2023
Q1 | $307K | Sell |
1,367
-300
| -18% | -$67.4K | 0.01% | 774 |
|
|
2022
Q4 | $396K | Sell |
1,667
-266
| -14% | -$63.1K | 0.01% | 582 |
|
|
2022
Q3 | $396K | Sell |
1,933
-42
| -2% | -$8.6K | 0.01% | 522 |
|
|
2022
Q2 | $442K | Sell |
1,975
-396
| -17% | -$88.6K | 0.02% | 450 |
|
|
2022
Q1 | $592K | Sell |
2,371
-53
| -2% | -$13.2K | 0.02% | 392 |
|
|
2021
Q4 | $854K | Buy |
2,424
+3
| +0.1% | +$1.06K | 0.03% | 305 |
|
|
2021
Q3 | $677K | Buy |
2,421
+624
| +35% | +$174K | 0.03% | 343 |
|
|
2021
Q2 | $490K | Buy |
+1,797
| New | +$490K | 0.02% | 414 |
|
|
2019
Q3 | – | Sell |
-30
| Closed | -$5K | – | 1008 |
|
|
2019
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 1036 |
|
|
2019
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 1017 |
|
|
2018
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 982 |
|
|
2018
Q3 | $5K | Hold |
30
| – | – | ﹤0.01% | 926 |
|
|
2018
Q2 | $4K | Sell |
30
-72
| -71% | -$9.6K | ﹤0.01% | 1205 |
|
|
2018
Q1 | $13K | Hold |
102
| – | – | ﹤0.01% | 968 |
|
|
2017
Q4 | $14K | Hold |
102
| – | – | ﹤0.01% | 911 |
|
|
2017
Q3 | $12K | Buy |
102
+30
| +42% | +$3.53K | ﹤0.01% | 788 |
|
|
2017
Q2 | $8K | Buy |
+72
| New | +$8K | ﹤0.01% | 987 |
|