OneDigital Investment Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $817K | Buy |
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|
2025
Q1 | $801K | Buy |
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|
2024
Q4 | $771K | Sell |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $679K | Buy |
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|
2024
Q1 | $558K | Buy |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $779K | Buy |
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|
2023
Q2 | $339K | Sell |
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|
2023
Q1 | $307K | Sell |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $396K | Sell |
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|
2022
Q2 | $442K | Sell |
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|
2022
Q1 | $592K | Sell |
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|
2021
Q4 | $854K | Buy |
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|
2021
Q3 | $677K | Buy |
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|
2021
Q2 | $490K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $5K | Hold |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $4K | Hold |
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|
2018
Q3 | $5K | Hold |
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|
2018
Q2 | $4K | Sell |
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|
2018
Q1 | $13K | Hold |
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|
2017
Q4 | $14K | Hold |
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|
2017
Q3 | $12K | Buy |
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|
2017
Q2 | $8K | Buy |
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