Provenance Wealth 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 | $283K | Hold |
825
| – | – | 0.04% | 95 |
|
|
2025
Q1 | $288K | Sell |
825
-690
| -46% | -$241K | 0.04% | 104 |
|
|
2024
Q4 | $515K | Hold |
1,515
| – | – | 0.07% | 85 |
|
|
2024
Q3 | $578K | Hold |
1,515
| – | – | 0.07% | 89 |
|
|
2024
Q2 | $452K | Hold |
1,515
| – | – | 0.06% | 91 |
|
|
2024
Q1 | $526K | Hold |
1,515
| – | – | 0.07% | 85 |
|
|
2023
Q4 | $473K | Hold |
1,515
| – | – | 0.06% | 85 |
|
|
2023
Q3 | $386K | Buy |
+1,515
| New | +$386K | 0.06% | 84 |
|