Patriot Financial Group Insurance Agency’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-183
| Closed | -$41K | – | 1690 |
|
|
2022
Q2 | $41K | Buy |
183
+1
| +0.5% | +$224 | 0.01% | 794 |
|
|
2022
Q1 | $45K | Buy |
182
+49
| +37% | +$12.1K | 0.01% | 812 |
|
|
2021
Q4 | $47K | Sell |
133
-1
| -0.7% | -$353 | 0.01% | 893 |
|
|
2021
Q3 | $37K | Buy |
134
+5
| +4% | +$1.38K | 0.01% | 982 |
|
|
2021
Q2 | $35K | Hold |
129
| – | – | 0.01% | 964 |
|
|
2021
Q1 | $32K | Buy |
129
+75
| +139% | +$18.6K | 0.01% | 933 |
|
|
2020
Q4 | $13K | Buy |
54
+48
| +800% | +$11.6K | ﹤0.01% | 1138 |
|
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1600 |
|
|
2020
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1578 |
|
|
2020
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1491 |
|
|
2019
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1251 |
|
|
2019
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1230 |
|
|
2019
Q2 | $1K | Sell |
6
-246
| -98% | -$41K | ﹤0.01% | 1327 |
|
|
2019
Q1 | $36K | Buy |
252
+24
| +11% | +$3.43K | 0.02% | 437 |
|
|
2018
Q4 | $30K | Hold |
228
| – | – | 0.02% | 405 |
|
|
2018
Q3 | $35K | Buy |
228
+123
| +117% | +$18.9K | 0.02% | 372 |
|
|
2018
Q2 | $14K | Sell |
105
-3
| -3% | -$400 | 0.02% | 351 |
|
|
2018
Q1 | $14K | Hold |
108
| – | – | 0.01% | 545 |
|
|
2017
Q4 | $15K | Buy |
108
+60
| +125% | +$8.33K | 0.01% | 516 |
|
|
2017
Q3 | $6K | Buy |
+48
| New | +$6K | 0.01% | 672 |
|