RWM
Ritholtz Wealth Management’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Buy |
11,786
+3,217
| +38% | +$1.1M | 0.09% | 139 |
|
|
2025
Q1 | $2.99M | Sell |
8,569
-826
| -9% | -$288K | 0.09% | 164 |
|
|
2024
Q4 | $3.19M | Buy |
9,395
+67
| +0.7% | +$22.8K | 0.09% | 140 |
|
|
2024
Q3 | $3.56M | Buy |
9,328
+2,720
| +41% | +$1.04M | 0.11% | 131 |
|
|
2024
Q2 | $1.97M | Sell |
6,608
-1,959
| -23% | -$585K | 0.07% | 202 |
|
|
2024
Q1 | $2.98M | Buy |
8,567
+521
| +6% | +$181K | 0.1% | 134 |
|
|
2023
Q4 | $2.51M | Buy |
8,046
+2,745
| +52% | +$856K | 0.1% | 130 |
|
|
2023
Q3 | $1.35M | Buy |
5,301
+179
| +3% | +$45.7K | 0.06% | 211 |
|
|
2023
Q2 | $1.36M | Buy |
5,122
+221
| +5% | +$58.7K | 0.06% | 206 |
|
|
2023
Q1 | $1.1M | Sell |
4,901
-360
| -7% | -$80.9K | 0.05% | 239 |
|
|
2022
Q4 | $1.25M | Sell |
5,261
-8,141
| -61% | -$1.93M | 0.07% | 200 |
|
|
2022
Q3 | $2.74M | Buy |
13,402
+1,300
| +11% | +$266K | 0.15% | 92 |
|
|
2022
Q2 | $2.71M | Buy |
12,102
+118
| +1% | +$26.4K | 0.17% | 70 |
|
|
2022
Q1 | $2.99M | Sell |
11,984
-556
| -4% | -$139K | 0.2% | 55 |
|
|
2021
Q4 | $4.42M | Buy |
12,540
+5,948
| +90% | +$2.09M | 0.27% | 37 |
|
|
2021
Q3 | $1.84M | Sell |
6,592
-322
| -5% | -$90.1K | 0.13% | 83 |
|
|
2021
Q2 | $1.88M | Buy |
6,914
+4,329
| +167% | +$1.18M | 0.14% | 76 |
|
|
2021
Q1 | $1.91M | Buy |
2,585
+386
| +18% | +$285K | 0.16% | 66 |
|
|
2020
Q4 | $1.62M | Sell |
2,199
-15
| -0.7% | -$11K | 0.15% | 65 |
|
|
2020
Q3 | $1.54M | Sell |
2,214
-37
| -2% | -$25.8K | 0.17% | 59 |
|
|
2020
Q2 | $1.3M | Buy |
2,251
+681
| +43% | +$394K | 0.17% | 53 |
|
|
2020
Q1 | $721K | Hold |
1,570
| – | – | 0.12% | 64 |
|
|
2019
Q4 | $916K | Sell |
1,570
-59
| -4% | -$34.4K | 0.13% | 57 |
|
|
2019
Q3 | $896K | Buy |
1,629
+29
| +2% | +$16K | 0.15% | 54 |
|
|
2019
Q2 | $733K | Hold |
1,600
| – | – | 0.13% | 55 |
|
|
2019
Q1 | $689K | Hold |
1,600
| – | – | 0.13% | 58 |
|
|
2018
Q4 | $630K | Hold |
1,600
| – | – | 0.14% | 55 |
|
|
2018
Q3 | $728K | Sell |
1,600
-42
| -3% | -$19.1K | 0.18% | 44 |
|
|
2018
Q2 | $669K | Sell |
1,642
-1,758
| -52% | -$716K | 0.18% | 46 |
|
|
2018
Q1 | $1.33M | Hold |
3,400
| – | – | 0.38% | 22 |
|
|
2017
Q4 | $1.39M | Hold |
3,400
| – | – | 0.41% | 28 |
|
|
2017
Q3 | $1.22M | Hold |
3,400
| – | – | 0.46% | 21 |
|
|
2017
Q2 | $1.19M | Buy |
+3,400
| New | +$1.19M | 0.5% | 21 |
|
|
2016
Q4 | $918K | Buy |
+3,417
| New | +$918K | 0.47% | 25 |
|