PWPS
Pinnacle Wealth Planning Services’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
5,891
+16
| +0.3% | +$5.49K | 0.27% | 48 |
|
|
2025
Q1 | $2.05M | Sell |
5,875
-117
| -2% | -$40.9K | 0.31% | 45 |
|
|
2024
Q4 | $2.04M | Sell |
5,992
-2,892
| -33% | -$983K | 0.31% | 46 |
|
|
2024
Q3 | $3.39M | Sell |
8,884
-55
| -0.6% | -$21K | 0.46% | 36 |
|
|
2024
Q2 | $2.67M | Sell |
8,939
-55
| -0.6% | -$16.4K | 0.38% | 40 |
|
|
2024
Q1 | $3.12M | Buy |
8,994
+8
| +0.1% | +$2.78K | 0.46% | 34 |
|
|
2023
Q4 | $2.8M | Hold |
8,986
| – | – | 0.44% | 37 |
|
|
2023
Q3 | $2.29M | Hold |
8,986
| – | – | 0.38% | 42 |
|
|
2023
Q2 | $2.39M | Buy |
8,986
+220
| +3% | +$58.4K | 0.39% | 41 |
|
|
2023
Q1 | $1.97M | Sell |
8,766
-586
| -6% | -$132K | 0.33% | 48 |
|
|
2022
Q4 | $2.22M | Sell |
9,352
-129
| -1% | -$30.6K | 0.39% | 43 |
|
|
2022
Q3 | $1.94M | Buy |
9,481
+358
| +4% | +$73.3K | 0.36% | 48 |
|
|
2022
Q2 | $2.04M | Buy |
9,123
+11
| +0.1% | +$2.46K | 0.37% | 48 |
|
|
2022
Q1 | $2.28M | Sell |
9,112
-182
| -2% | -$45.4K | 0.41% | 43 |
|
|
2021
Q4 | $3.27M | Buy |
9,294
+25
| +0.3% | +$8.8K | 0.64% | 29 |
|
|
2021
Q3 | $2.59M | Buy |
9,269
+59
| +0.6% | +$16.5K | 0.57% | 34 |
|
|
2021
Q2 | $2.51M | Buy |
9,210
+6,108
| +197% | +$1.66M | 0.58% | 30 |
|
|
2021
Q1 | $2.29M | Buy |
3,102
+1,283
| +71% | +$947K | 0.59% | 31 |
|
|
2020
Q4 | $1.34M | Buy |
1,819
+1,430
| +368% | +$1.05M | 0.32% | 51 |
|
|
2020
Q3 | $271K | Sell |
389
-3
| -0.8% | -$2.09K | 0.09% | 181 |
|
|
2020
Q2 | $226K | Sell |
392
-89
| -19% | -$51.3K | 0.07% | 200 |
|
|
2020
Q1 | $220K | Buy |
481
+110
| +30% | +$50.3K | 0.1% | 172 |
|
|
2019
Q4 | $216K | Buy |
+371
| New | +$216K | 0.1% | 199 |
|