Opal Wealth 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 | $217K | Sell |
633
-158
| -20% | -$54.3K | 0.06% | 180 |
|
|
2025
Q1 | $276K | Buy |
791
+32
| +4% | +$11.2K | 0.09% | 131 |
|
|
2024
Q4 | $258K | Buy |
759
+49
| +7% | +$16.7K | 0.08% | 146 |
|
|
2024
Q3 | $271K | Buy |
710
+12
| +2% | +$4.58K | 0.08% | 139 |
|
|
2024
Q2 | $208K | Sell |
698
-59
| -8% | -$17.6K | 0.07% | 174 |
|
|
2024
Q1 | $263K | Buy |
757
+4
| +0.5% | +$1.39K | 0.09% | 137 |
|
|
2023
Q4 | $235K | Buy |
+753
| New | +$235K | 0.09% | 152 |
|
|
2022
Q1 | – | Sell |
-686
| Closed | -$242K | – | 128 |
|
|
2021
Q4 | $242K | Buy |
+686
| New | +$242K | 0.15% | 101 |
|