PWM
Palumbo Wealth Management’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Buy |
8,779
+88
| +1% | +$30.2K | 0.93% | 27 |
|
|
2025
Q1 | $3.03M | Buy |
8,691
+2,044
| +31% | +$714K | 1.01% | 26 |
|
|
2024
Q4 | $2.26M | Buy |
6,647
+922
| +16% | +$313K | 0.84% | 29 |
|
|
2024
Q3 | $2.18M | Buy |
5,725
+124
| +2% | +$47.3K | 0.85% | 32 |
|
|
2024
Q2 | $1.67M | Buy |
5,601
+737
| +15% | +$220K | 0.71% | 42 |
|
|
2024
Q1 | $1.69M | Buy |
4,864
+617
| +15% | +$214K | 0.76% | 36 |
|
|
2023
Q4 | $1.32M | Buy |
4,247
+399
| +10% | +$124K | 0.68% | 38 |
|
|
2023
Q3 | $981K | Buy |
3,848
+1,096
| +40% | +$280K | 0.54% | 44 |
|
|
2023
Q2 | $731K | Buy |
+2,752
| New | +$731K | 0.45% | 43 |
|