Rise 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 | $45.9K | Hold |
134
| – | – | 0.02% | 258 |
|
|
2025
Q1 | $46.9K | Buy |
134
+6
| +5% | +$2.1K | 0.02% | 236 |
|
|
2024
Q4 | $43.5K | Sell |
128
-10
| -7% | -$3.4K | 0.02% | 262 |
|
|
2024
Q3 | $52.7K | Hold |
138
| – | – | 0.03% | 231 |
|
|
2024
Q2 | $41.2K | Hold |
138
| – | – | 0.02% | 270 |
|
|
2024
Q1 | $47.8K | Buy |
138
+127
| +1,155% | +$44K | 0.03% | 239 |
|
|
2023
Q4 | $3.5K | Hold |
11
| – | – | ﹤0.01% | 417 |
|
|
2023
Q3 | $2.86K | Hold |
11
| – | – | ﹤0.01% | 429 |
|
|
2023
Q2 | $2.97K | Sell |
11
-8
| -42% | -$2.16K | ﹤0.01% | 470 |
|
|
2023
Q1 | $4.37K | Hold |
19
| – | – | ﹤0.01% | 470 |
|
|
2022
Q4 | $4.6K | Hold |
19
| – | – | ﹤0.01% | 456 |
|
|
2022
Q3 | $4K | Hold |
19
| – | – | ﹤0.01% | 474 |
|
|
2022
Q2 | $4K | Hold |
19
| – | – | ﹤0.01% | 481 |
|
|
2022
Q1 | $5K | Hold |
19
| – | – | ﹤0.01% | 433 |
|
|
2021
Q4 | $6.76K | Buy |
+19
| New | +$6.76K | 0.01% | 372 |
|