Regal Investment 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 | $602K | Buy |
1,753
+175
| +11% | +$60.1K | 0.05% | 317 |
|
|
2025
Q1 | $551K | Buy |
1,578
+148
| +10% | +$51.7K | 0.04% | 307 |
|
|
2024
Q4 | $486K | Sell |
1,430
-485
| -25% | -$165K | 0.04% | 330 |
|
|
2024
Q3 | $731K | Sell |
1,915
-799
| -29% | -$305K | 0.05% | 285 |
|
|
2024
Q2 | $810K | Buy |
2,714
+130
| +5% | +$38.8K | 0.05% | 283 |
|
|
2024
Q1 | $897K | Buy |
2,584
+24
| +0.9% | +$8.34K | 0.06% | 256 |
|
|
2023
Q4 | $799K | Buy |
2,560
+107
| +4% | +$33.4K | 0.06% | 252 |
|
|
2023
Q3 | $626K | Buy |
2,453
+39
| +2% | +$9.95K | 0.05% | 256 |
|
|
2023
Q2 | $641K | Buy |
2,414
+33
| +1% | +$8.76K | 0.05% | 257 |
|
|
2023
Q1 | $535K | Buy |
2,381
+79
| +3% | +$17.8K | 0.05% | 276 |
|
|
2022
Q4 | $546K | Buy |
2,302
+191
| +9% | +$45.3K | 0.05% | 261 |
|
|
2022
Q3 | $432K | Buy |
2,111
+114
| +6% | +$23.3K | 0.05% | 290 |
|
|
2022
Q2 | $447K | Buy |
1,997
+62
| +3% | +$13.9K | 0.05% | 300 |
|
|
2022
Q1 | $483K | Buy |
1,935
+92
| +5% | +$23K | 0.04% | 315 |
|
|
2021
Q4 | $649K | Buy |
1,843
+214
| +13% | +$75.4K | 0.06% | 299 |
|
|
2021
Q3 | $456K | Buy |
1,629
+44
| +3% | +$12.3K | 0.04% | 343 |
|
|
2021
Q2 | $432K | Buy |
+1,585
| New | +$432K | 0.04% | 353 |
|
|
2021
Q1 | – | Sell |
-1,470
| Closed | -$360K | – | 347 |
|
|
2020
Q4 | $360K | Buy |
+1,470
| New | +$360K | 0.04% | 328 |
|
|
2020
Q3 | – | Sell |
-3,111
| Closed | -$599K | – | 229 |
|
|
2020
Q2 | $599K | Buy |
+3,111
| New | +$599K | 0.11% | 167 |
|
|
2018
Q1 | – | Sell |
-1,611
| Closed | -$220K | – | 319 |
|
|
2017
Q4 | $220K | Buy |
+1,611
| New | +$220K | 0.05% | 262 |
|
|
2015
Q4 | – | Sell |
-5,376
| Closed | -$399K | – | 776 |
|
|
2015
Q3 | $399K | Buy |
5,376
+2,496
| +87% | +$185K | 0.1% | 167 |
|
|
2015
Q2 | $264K | Sell |
2,880
-2,553
| -47% | -$234K | 0.07% | 209 |
|
|
2015
Q1 | $515K | Buy |
5,433
+4,245
| +357% | +$402K | 0.13% | 154 |
|
|
2014
Q4 | $104K | Buy |
1,188
+264
| +29% | +$23.1K | 0.03% | 299 |
|
|
2014
Q3 | $67K | Buy |
+924
| New | +$67K | 0.02% | 366 |
|
|
2013
Q4 | – | Sell |
-360
| Closed | -$22K | – | 943 |
|
|
2013
Q3 | $22K | Buy |
360
+60
| +20% | +$3.67K | 0.01% | 459 |
|
|
2013
Q2 | $18K | Buy |
+300
| New | +$18K | 0.01% | 479 |
|