Rational Advisors’s Sherwin-Williams SHW Stock Holding History

Rational Advisors’s Portfolio SHW Stock Details SHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24.7K	Buy	+72	New	+$24.7K	﹤0.01%	159
2024 Q4	–	Sell	-139	Closed	-$53.1K	–	167
2024 Q3	$53.1K	Sell	139 -18	-11%	-$6.87K	0.01%	112
2024 Q2	$46.9K	Sell	157 -8	-5%	-$2.39K	﹤0.01%	153
2024 Q1	$57.3K	Hold	165	–	–	0.01%	151
2023 Q4	$51.5K	Hold	165	–	–	0.01%	150
2023 Q3	$42.1K	Sell	165 -5	-3%	-$1.28K	﹤0.01%	177
2023 Q2	$45.1K	Sell	170 -8	-4%	-$2.12K	﹤0.01%	172
2023 Q1	$40K	Buy	178 +8	+5%	+$1.8K	﹤0.01%	171
2022 Q4	$40.3K	Buy	170 +5	+3%	+$1.19K	﹤0.01%	147
2022 Q3	$34K	Buy	165 +10	+6%	+$2.06K	﹤0.01%	147
2022 Q2	$35K	Buy	155 +24	+18%	+$5.42K	﹤0.01%	151
2022 Q1	$33K	Buy	131 +54	+70%	+$13.6K	﹤0.01%	167
2021 Q4	$27K	Buy	77 +43	+126%	+$15.1K	﹤0.01%	128
2021 Q3	$10K	Buy	+34	New	+$10K	﹤0.01%	161
2021 Q1	–	Sell	-5,400	Closed	-$1.32M	–	226
2020 Q4	$1.32M	Buy	5,400 +2,082	+63%	+$510K	0.35%	61
2020 Q3	$770K	Sell	3,318 -1,992	-38%	-$462K	0.33%	104
2020 Q2	$1.02M	Buy	+5,310	New	+$1.02M	0.53%	68
2020 Q1	–	Sell	-1,809	Closed	-$352K	–	457
2019 Q4	$352K	Sell	1,809 -696	-28%	-$135K	0.17%	145
2019 Q3	$459K	Sell	2,505 -483	-16%	-$88.5K	0.18%	140
2019 Q2	$456K	Buy	2,988 +2,397	+406%	+$366K	0.16%	150
2019 Q1	$85K	Buy	591 +513	+658%	+$73.8K	0.02%	278
2018 Q4	$10K	Sell	78 -690	-90%	-$88.5K	﹤0.01%	390
2018 Q3	$117K	Buy	768 +708	+1,180%	+$108K	0.03%	225
2018 Q2	$8K	Sell	60 -7,470	-99%	-$996K	﹤0.01%	370
2018 Q1	$984K	Buy	7,530 +330	+5%	+$43.1K	0.46%	80
2017 Q4	$984K	Hold	7,200	–	–	0.51%	74
2017 Q3	$859K	Hold	7,200	–	–	0.46%	71
2017 Q2	$842K	Buy	+7,200	New	+$842K	0.52%	64
2015 Q3	$5K	Hold	72	–	–	﹤0.01%	409
2015 Q2	$7K	Hold	72	–	–	﹤0.01%	390
2015 Q1	$7K	Sell	72 -48	-40%	-$4.67K	﹤0.01%	387
2014 Q4	$11K	Buy	+120	New	+$11K	﹤0.01%	416
2013 Q4	$11K	Sell	180 -1,692	-90%	-$103K	﹤0.01%	799
2013 Q3	$114K	Hold	1,872	–	–	0.01%	617
2013 Q2	$110K	Buy	+1,872	New	+$110K	0.01%	618