PPWM
Paragon Private Wealth Management’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
3,751
-124
| -3% | -$42.6K | 0.51% | 50 |
|
|
2025
Q1 | $1.35M | Sell |
3,875
-184
| -5% | -$64.3K | 0.63% | 46 |
|
|
2024
Q4 | $1.38M | Buy |
4,059
+19
| +0.5% | +$6.46K | 0.64% | 46 |
|
|
2024
Q3 | $1.54M | Sell |
4,040
-7,425
| -65% | -$2.83M | 0.76% | 38 |
|
|
2024
Q2 | $3.42M | Buy |
11,465
+3,829
| +50% | +$1.14M | 1.93% | 12 |
|
|
2024
Q1 | $2.65M | Sell |
7,636
-516
| -6% | -$179K | 1.58% | 16 |
|
|
2023
Q4 | $2.54M | Sell |
8,152
-33
| -0.4% | -$10.3K | 1.77% | 10 |
|
|
2023
Q3 | $2.09M | Sell |
8,185
-211
| -3% | -$53.8K | 1.72% | 11 |
|
|
2023
Q2 | $2.23M | Sell |
8,396
-400
| -5% | -$106K | 1.77% | 9 |
|
|
2023
Q1 | $1.98M | Sell |
8,796
-22
| -0.2% | -$4.95K | 1.67% | 9 |
|
|
2022
Q4 | $2.09M | Sell |
8,818
-11
| -0.1% | -$2.61K | 1.89% | 8 |
|
|
2022
Q3 | $1.94M | Sell |
8,829
-3
| -0% | -$661 | 1.89% | 11 |
|
|
2022
Q2 | $1.98M | Hold |
8,832
| – | – | 2.11% | 10 |
|
|
2022
Q1 | $2.43M | Sell |
8,832
-498
| -5% | -$137K | 2.37% | 9 |
|
|
2021
Q4 | $3.29M | Buy |
+9,330
| New | +$3.29M | 2.91% | 6 |
|