Plante Moran Financial Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.2K | Buy |
+123
| New | +$42.2K | ﹤0.01% | 367 |
|
|
2025
Q1 | – | Sell |
-13
| Closed | -$4.42K | – | 951 |
|
|
2024
Q4 | $4.42K | Buy |
+13
| New | +$4.42K | ﹤0.01% | 705 |
|
|
2024
Q3 | – | Sell |
-13
| Closed | -$3.88K | – | 931 |
|
|
2024
Q2 | $3.88K | Buy |
+13
| New | +$3.88K | ﹤0.01% | 672 |
|
|
2023
Q3 | – | Sell |
-21
| Closed | -$5.58K | – | 868 |
|
|
2023
Q2 | $5.58K | Hold |
21
| – | – | ﹤0.01% | 628 |
|
|
2023
Q1 | $4.72K | Sell |
21
-9
| -30% | -$2.02K | ﹤0.01% | 648 |
|
|
2022
Q4 | $7.12K | Hold |
30
| – | – | ﹤0.01% | 624 |
|
|
2022
Q3 | $6K | Sell |
30
-8
| -21% | -$1.6K | ﹤0.01% | 672 |
|
|
2022
Q2 | $9K | Buy |
38
+17
| +81% | +$4.03K | ﹤0.01% | 628 |
|
|
2022
Q1 | $5K | Sell |
21
-96
| -82% | -$22.9K | ﹤0.01% | 682 |
|
|
2021
Q4 | $41K | Sell |
117
-129
| -52% | -$45.2K | 0.01% | 405 |
|
|
2021
Q3 | $69K | Buy |
246
+60
| +32% | +$16.8K | 0.02% | 324 |
|
|
2021
Q2 | $51K | Sell |
186
-828
| -82% | -$227K | 0.01% | 370 |
|
|
2021
Q1 | $86K | Buy |
1,014
+666
| +191% | +$56.5K | 0.02% | 269 |
|
|
2020
Q4 | $85K | Sell |
348
-1,629
| -82% | -$398K | 0.03% | 275 |
|
|
2020
Q3 | $459K | Buy |
1,977
+45
| +2% | +$10.4K | 0.16% | 76 |
|
|
2020
Q2 | $372K | Sell |
1,932
-456
| -19% | -$87.8K | 0.15% | 84 |
|
|
2020
Q1 | $366K | Buy |
2,388
+162
| +7% | +$24.8K | 0.17% | 78 |
|
|
2019
Q4 | $433K | Buy |
2,226
+501
| +29% | +$97.5K | 0.15% | 90 |
|
|
2019
Q3 | $316K | Sell |
1,725
-87
| -5% | -$15.9K | 0.09% | 118 |
|
|
2019
Q2 | $277K | Buy |
1,812
+90
| +5% | +$13.8K | 0.09% | 118 |
|
|
2019
Q1 | $247K | Hold |
1,722
| – | – | 0.08% | 126 |
|
|
2018
Q4 | $226K | Sell |
1,722
-24
| -1% | -$3.15K | 0.08% | 127 |
|
|
2018
Q3 | $265K | Sell |
1,746
-1,308
| -43% | -$199K | 0.09% | 126 |
|
|
2018
Q2 | $415K | Buy |
3,054
+474
| +18% | +$64.4K | 0.21% | 82 |
|
|
2018
Q1 | $337K | Sell |
2,580
-315
| -11% | -$41.1K | 0.18% | 97 |
|
|
2017
Q4 | $396K | Buy |
2,895
+609
| +27% | +$83.3K | 0.22% | 80 |
|
|
2017
Q3 | $273K | Hold |
2,286
| – | – | 0.16% | 98 |
|
|
2017
Q2 | $267K | Sell |
2,286
-174
| -7% | -$20.3K | 0.17% | 102 |
|
|
2017
Q1 | $254K | Buy |
2,460
+108
| +5% | +$11.2K | 0.15% | 110 |
|
|
2016
Q4 | $211K | Sell |
2,352
-294
| -11% | -$26.4K | 0.13% | 116 |
|
|
2016
Q3 | $244K | Buy |
2,646
+84
| +3% | +$7.75K | 0.16% | 100 |
|
|
2016
Q2 | $251K | Hold |
2,562
| – | – | 0.18% | 97 |
|
|
2016
Q1 | $243K | Sell |
2,562
-186
| -7% | -$17.6K | 0.19% | 94 |
|
|
2015
Q4 | $238K | Buy |
2,748
+300
| +12% | +$26K | 0.18% | 97 |
|
|
2015
Q3 | $182K | Buy |
2,448
+501
| +26% | +$37.2K | 0.14% | 112 |
|
|
2015
Q2 | $178K | Hold |
1,947
| – | – | 0.13% | 122 |
|
|
2015
Q1 | $185K | Hold |
1,947
| – | – | 0.13% | 116 |
|
|
2014
Q4 | $171K | Buy |
1,947
+1,584
| +436% | +$139K | 0.13% | 119 |
|
|
2014
Q3 | $26K | Hold |
363
| – | – | 0.02% | 363 |
|
|
2014
Q2 | $25K | Buy |
363
+123
| +51% | +$8.47K | 0.02% | 353 |
|
|
2014
Q1 | $16K | Hold |
240
| – | – | 0.02% | 283 |
|
|
2013
Q4 | $15K | Hold |
240
| – | – | 0.01% | 389 |
|
|
2013
Q3 | $15K | Hold |
240
| – | – | 0.01% | 325 |
|
|
2013
Q2 | $14K | Buy |
+240
| New | +$14K | 0.01% | 292 |
|