Regent Peak 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
Q1 | $222K | Sell |
635
-7
| -1% | -$2.44K | 0.05% | 152 |
|
|
2024
Q4 | $218K | Buy |
642
+3
| +0.5% | +$1.02K | 0.05% | 153 |
|
|
2024
Q3 | $244K | Buy |
+639
| New | +$244K | 0.06% | 143 |
|
|
2024
Q2 | – | Sell |
-618
| Closed | -$215K | – | 178 |
|
|
2024
Q1 | $215K | Buy |
+618
| New | +$215K | 0.05% | 154 |
|
|
2022
Q1 | – | Sell |
-629
| Closed | -$222K | – | 171 |
|
|
2021
Q4 | $222K | Buy |
+629
| New | +$222K | 0.06% | 155 |
|
|
2021
Q1 | – | Sell |
-555
| Closed | -$136K | – | 837 |
|
|
2020
Q4 | $136K | Buy |
+555
| New | +$136K | 0.05% | 179 |
|