Prestige Wealth Management Group’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 | $318K | Sell |
925
-162
| -15% | -$55.6K | 0.06% | 142 |
|
|
2025
Q1 | $380K | Buy |
1,087
+26
| +2% | +$9.08K | 0.08% | 116 |
|
|
2024
Q4 | $361K | Buy |
1,061
+69
| +7% | +$23.5K | 0.08% | 121 |
|
|
2024
Q3 | $379K | Buy |
992
+39
| +4% | +$14.9K | 0.08% | 117 |
|
|
2024
Q2 | $284K | Sell |
953
-137
| -13% | -$40.9K | 0.06% | 122 |
|
|
2024
Q1 | $379K | Sell |
1,090
-7
| -0.6% | -$2.43K | 0.08% | 108 |
|
|
2023
Q4 | $342K | Buy |
1,097
+37
| +3% | +$11.5K | 0.08% | 106 |
|
|
2023
Q3 | $270K | Sell |
1,060
-2,881
| -73% | -$735K | 0.07% | 114 |
|
|
2023
Q2 | $1.05M | Buy |
3,941
+2,752
| +231% | +$731K | 0.25% | 51 |
|
|
2023
Q1 | $267K | Buy |
1,189
+83
| +8% | +$18.7K | 0.07% | 132 |
|
|
2022
Q4 | $263K | Buy |
1,106
+4
| +0.4% | +$949 | 0.07% | 120 |
|
|
2022
Q3 | $226K | Buy |
1,102
+64
| +6% | +$13.1K | 0.06% | 128 |
|
|
2022
Q2 | $232K | Sell |
1,038
-15
| -1% | -$3.35K | 0.06% | 125 |
|
|
2022
Q1 | $262K | Buy |
1,053
+60
| +6% | +$14.9K | 0.06% | 125 |
|
|
2021
Q4 | $349K | Buy |
993
+70
| +8% | +$24.6K | 0.08% | 98 |
|
|
2021
Q3 | $258K | Buy |
923
+89
| +11% | +$24.9K | 0.07% | 117 |
|
|
2021
Q2 | $227K | Buy |
834
+288
| +53% | +$78.4K | 0.06% | 117 |
|
|
2021
Q1 | $135K | Sell |
546
-2,583
| -83% | -$639K | 0.04% | 154 |
|
|
2020
Q4 | $767K | Buy |
3,129
+1,017
| +48% | +$249K | 0.21% | 54 |
|
|
2020
Q3 | $491K | Buy |
2,112
+102
| +5% | +$23.7K | 0.15% | 70 |
|
|
2020
Q2 | $386K | Buy |
2,010
+1,971
| +5,054% | +$379K | 0.14% | 72 |
|
|
2020
Q1 | $6K | Buy |
+39
| New | +$6K | ﹤0.01% | 472 |
|
|
2019
Q1 | – | Sell |
-72
| Closed | -$9K | – | 1018 |
|
|
2018
Q4 | $9K | Buy |
+72
| New | +$9K | 0.01% | 462 |
|