Pacific Capital 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
Q1 | – | Sell |
-51
| Closed | -$17.3K | – | 318 |
|
|
2024
Q4 | $17.3K | Sell |
51
-2
| -4% | -$680 | ﹤0.01% | 231 |
|
|
2024
Q3 | $20.2K | Sell |
53
-85
| -62% | -$32.4K | ﹤0.01% | 238 |
|
|
2024
Q2 | $41.2K | Buy |
138
+67
| +94% | +$20K | 0.01% | 170 |
|
|
2024
Q1 | $24.7K | Buy |
71
+20
| +39% | +$6.95K | 0.01% | 175 |
|
|
2023
Q4 | $15.9K | Buy |
+51
| New | +$15.9K | ﹤0.01% | 209 |
|
|
2020
Q4 | – | Sell |
-51
| Closed | -$12K | – | 171 |
|
|
2020
Q3 | $12K | Buy |
+51
| New | +$12K | 0.01% | 167 |
|