RFG Advisory’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 | – | Sell |
-19,004
| Closed | -$6.64M | – | 972 |
|
|
2025
Q1 | $6.64M | Sell |
19,004
-37
| -0.2% | -$12.9K | 0.18% | 86 |
|
|
2024
Q4 | $6.47M | Sell |
19,041
-1,065
| -5% | -$362K | 0.18% | 93 |
|
|
2024
Q3 | $7.67M | Buy |
20,106
+81
| +0.4% | +$30.9K | 0.23% | 71 |
|
|
2024
Q2 | $5.98M | Sell |
20,025
-1,173
| -6% | -$350K | 0.19% | 88 |
|
|
2024
Q1 | $7.36M | Buy |
21,198
+169
| +0.8% | +$58.7K | 0.25% | 70 |
|
|
2023
Q4 | $6.56M | Buy |
+21,029
| New | +$6.56M | 0.26% | 70 |
|
|
2022
Q1 | – | Sell |
-698
| Closed | -$246K | – | 538 |
|
|
2021
Q4 | $246K | Buy |
+698
| New | +$246K | 0.02% | 426 |
|