Optimum 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
Q3 | $997K | Sell |
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|
2025
Q2 | $1.01M | Hold |
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|
2025
Q1 | $1.02M | Hold |
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|
2024
Q4 | $996K | Sell |
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|
2024
Q3 | $1.13M | Hold |
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|
2024
Q2 | $886K | Buy |
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|
2024
Q1 | $893K | Sell |
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|
2023
Q4 | $833K | Hold |
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|
2023
Q3 | $681K | Hold |
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|
2023
Q2 | $709K | Hold |
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|
2023
Q1 | $600K | Hold |
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|
2022
Q4 | $634K | Hold |
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|
2022
Q3 | $547K | Sell |
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|
2022
Q2 | $611K | Sell |
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|
2022
Q1 | $692K | Sell |
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|
2021
Q4 | $986K | Sell |
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|
2021
Q3 | $797K | Sell |
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|
2021
Q2 | $801K | Hold |
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|
2021
Q1 | $723K | Hold |
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|
2020
Q4 | $720K | Hold |
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|
2020
Q3 | $683K | Hold |
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|
2020
Q2 | $566K | Sell |
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|
2020
Q1 | $462K | Sell |
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|
2019
Q4 | $645K | Hold |
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|
2019
Q3 | $608K | Sell |
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|
2019
Q2 | $541K | Hold |
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|
2019
Q1 | $508K | Hold |
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|
2018
Q4 | $464K | Sell |
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|
2018
Q3 | $559K | Hold |
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|
2018
Q2 | $501K | Sell |
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|
2018
Q1 | $511K | Sell |
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|
2017
Q4 | $555K | Hold |
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|
2017
Q3 | $485K | Sell |
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|
2017
Q2 | $580K | Hold |
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|
2017
Q1 | $513K | Hold |
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|
2016
Q4 | $444K | Hold |
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|
2016
Q3 | $458K | Hold |
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|
2016
Q2 | $486K | Hold |
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|
2016
Q1 | $471K | Sell |
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|
2015
Q4 | $455K | Sell |
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|
2015
Q3 | $424K | Buy |
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|
2015
Q1 | $448K | Hold |
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|
2014
Q4 | $414K | Hold |
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|
2014
Q3 | $345K | Hold |
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|
2014
Q2 | $326K | Hold |
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|
2014
Q1 | $310K | Hold |
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|
2013
Q4 | $289K | Hold |
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|
2013
Q3 | $287K | Buy |
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