OWP
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ORG Wealth Partners’s Sherwin-Williams SHW Stock Holding History

ORG Wealth Partners’s Portfolio SHW Stock Details SHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$760K Buy
2,139
+966
+82% +$343K 0.18% 78
2025
Q1 		$411K Sell
1,173
-1,251
-52% -$439K 0.13% 136
2024
Q4 		$824K Sell
2,424
-66
-3% -$22.4K 0.25% 33
2024
Q3 		$951K Buy
+2,490
New +$951K 0.32% 26