Pinion Investment Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,257
| Closed | -$298K | – | 131 |
|
|
2022
Q4 | $298K | Sell |
1,257
-182
| -13% | -$43.1K | 0.28% | 97 |
|
|
2022
Q3 | $295K | Hold |
1,439
| – | – | 0.26% | 117 |
|
|
2022
Q2 | $322K | Sell |
1,439
-974
| -40% | -$218K | 0.27% | 118 |
|
|
2022
Q1 | $602K | Buy |
2,413
+5
| +0.2% | +$1.25K | 0.42% | 73 |
|
|
2021
Q4 | $848K | Hold |
2,408
| – | – | 0.57% | 49 |
|
|
2021
Q3 | $674K | Sell |
2,408
-1
| -0% | -$280 | 0.54% | 56 |
|
|
2021
Q2 | $656K | Buy |
2,409
+6
| +0.2% | +$1.63K | 0.53% | 63 |
|
|
2021
Q1 | $591K | Buy |
2,403
+1,554
| +183% | +$382K | 0.55% | 62 |
|
|
2020
Q4 | $208K | Buy |
+849
| New | +$208K | 0.22% | 133 |
|