PP
PDS Planning’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $801K | Buy |
2,334
+159
| +7% | +$54.6K | 0.06% | 157 |
|
|
2025
Q1 | $759K | Buy |
2,175
+140
| +7% | +$48.9K | 0.06% | 147 |
|
|
2024
Q4 | $692K | Buy |
2,035
+13
| +0.6% | +$4.42K | 0.06% | 140 |
|
|
2024
Q3 | $772K | Sell |
2,022
-3
| -0.1% | -$1.15K | 0.07% | 125 |
|
|
2024
Q2 | $604K | Sell |
2,025
-186
| -8% | -$55.5K | 0.06% | 138 |
|
|
2024
Q1 | $768K | Buy |
2,211
+97
| +5% | +$33.7K | 0.08% | 108 |
|
|
2023
Q4 | $659K | Buy |
2,114
+17
| +0.8% | +$5.3K | 0.08% | 109 |
|
|
2023
Q3 | $535K | Buy |
2,097
+16
| +0.8% | +$4.08K | 0.07% | 122 |
|
|
2023
Q2 | $553K | Buy |
2,081
+209
| +11% | +$55.5K | 0.07% | 116 |
|
|
2023
Q1 | $421K | Buy |
1,872
+135
| +8% | +$30.3K | 0.06% | 140 |
|
|
2022
Q4 | $412K | Sell |
1,737
-36
| -2% | -$8.54K | 0.07% | 115 |
|
|
2022
Q3 | $363K | Sell |
1,773
-19
| -1% | -$3.89K | 0.07% | 112 |
|
|
2022
Q2 | $401K | Buy |
1,792
+153
| +9% | +$34.2K | 0.07% | 113 |
|
|
2022
Q1 | $409K | Buy |
1,639
+37
| +2% | +$9.23K | 0.07% | 116 |
|
|
2021
Q4 | $564K | Buy |
1,602
+8
| +0.5% | +$2.82K | 0.11% | 84 |
|
|
2021
Q3 | $446K | Buy |
1,594
+95
| +6% | +$26.6K | 0.1% | 96 |
|
|
2021
Q2 | $408K | Buy |
1,499
+1,018
| +212% | +$277K | 0.1% | 101 |
|
|
2021
Q1 | $355K | Buy |
481
+14
| +3% | +$10.3K | 0.1% | 105 |
|
|
2020
Q4 | $343K | Buy |
467
+5
| +1% | +$3.67K | 0.12% | 95 |
|
|
2020
Q3 | $322K | Sell |
462
-13
| -3% | -$9.06K | 0.13% | 88 |
|
|
2020
Q2 | $274K | Buy |
475
+32
| +7% | +$18.5K | 0.12% | 94 |
|
|
2020
Q1 | $204K | Buy |
443
+6
| +1% | +$2.76K | 0.13% | 93 |
|
|
2019
Q4 | $255K | Hold |
437
| – | – | 0.16% | 79 |
|
|
2019
Q3 | $240K | Hold |
437
| – | – | 0.17% | 79 |
|
|
2019
Q2 | $200K | Buy |
+437
| New | +$200K | 0.15% | 83 |
|
|
2018
Q4 | – | Sell |
-447
| Closed | -$203K | – | 86 |
|
|
2018
Q3 | $203K | Buy |
+447
| New | +$203K | 0.17% | 73 |
|