RMR Wealth Builders’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 | $375K | Sell |
1,093
-7
| -0.6% | -$2.4K | 0.03% | 193 |
|
|
2025
Q1 | $384K | Buy |
1,100
+14
| +1% | +$4.89K | 0.04% | 173 |
|
|
2024
Q4 | $369K | Hold |
1,086
| – | – | 0.04% | 185 |
|
|
2024
Q3 | $414K | Hold |
1,086
| – | – | 0.04% | 173 |
|
|
2024
Q2 | $324K | Hold |
1,086
| – | – | 0.04% | 188 |
|
|
2024
Q1 | $377K | Sell |
1,086
-12
| -1% | -$4.17K | 0.05% | 178 |
|
|
2023
Q4 | $343K | Buy |
1,098
+13
| +1% | +$4.06K | 0.05% | 178 |
|
|
2023
Q3 | $277K | Hold |
1,085
| – | – | 0.04% | 192 |
|
|
2023
Q2 | $288K | Hold |
1,085
| – | – | 0.05% | 170 |
|
|
2023
Q1 | $244K | Sell |
1,085
-4
| -0.4% | -$899 | 0.05% | 180 |
|
|
2022
Q4 | $258K | Sell |
1,089
-34
| -3% | -$8.07K | 0.06% | 157 |
|
|
2022
Q3 | $230K | Buy |
1,123
+5
| +0.4% | +$1.02K | 0.06% | 166 |
|
|
2022
Q2 | $250K | Sell |
1,118
-500
| -31% | -$112K | 0.06% | 157 |
|
|
2022
Q1 | $404K | Buy |
+1,618
| New | +$404K | 0.09% | 133 |
|
|
2021
Q4 | – | Sell |
-1,885
| Closed | -$527K | – | 191 |
|
|
2021
Q3 | $527K | Buy |
1,885
+1
| +0.1% | +$280 | 0.15% | 95 |
|
|
2021
Q2 | $513K | Sell |
1,884
-6
| -0.3% | -$1.63K | 0.17% | 91 |
|
|
2021
Q1 | $465K | Buy |
1,890
+6
| +0.3% | +$1.48K | 0.12% | 104 |
|
|
2020
Q4 | $462K | Sell |
1,884
-3
| -0.2% | -$736 | 0.23% | 77 |
|
|
2020
Q3 | $438K | Buy |
1,887
+90
| +5% | +$20.9K | 0.11% | 126 |
|
|
2020
Q2 | $346K | Buy |
+1,797
| New | +$346K | 0.31% | 76 |
|
|
2019
Q4 | $350K | Buy |
+1,797
| New | +$350K | 0.34% | 63 |
|