Robertson Stephens Wealth Management’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 | $1.7M | Sell |
4,956
-602
| -11% | -$207K | 0.05% | 206 |
|
|
2025
Q1 | $1.94M | Sell |
5,558
-823
| -13% | -$287K | 0.07% | 188 |
|
|
2024
Q4 | $2.17M | Sell |
6,381
-2,248
| -26% | -$764K | 0.08% | 188 |
|
|
2024
Q3 | $3.29M | Sell |
8,629
-2,046
| -19% | -$781K | 0.12% | 146 |
|
|
2024
Q2 | $3.19M | Sell |
10,675
-1,175
| -10% | -$351K | 0.16% | 113 |
|
|
2024
Q1 | $4.12M | Buy |
11,850
+3,055
| +35% | +$1.06M | 0.22% | 83 |
|
|
2023
Q4 | $2.74M | Sell |
8,795
-2,331
| -21% | -$727K | 0.17% | 115 |
|
|
2023
Q3 | $2.84M | Sell |
11,126
-765
| -6% | -$195K | 0.19% | 109 |
|
|
2023
Q2 | $3.16M | Sell |
11,891
-1,135
| -9% | -$301K | 0.22% | 99 |
|
|
2023
Q1 | $2.93M | Buy |
13,026
+154
| +1% | +$34.6K | 0.23% | 94 |
|
|
2022
Q4 | $3.05M | Sell |
12,872
-109
| -0.8% | -$25.9K | 0.3% | 80 |
|
|
2022
Q3 | $2.66M | Sell |
12,981
-320
| -2% | -$65.5K | 0.28% | 73 |
|
|
2022
Q2 | $2.98M | Buy |
13,301
+67
| +0.5% | +$15K | 0.28% | 79 |
|
|
2022
Q1 | $3.3M | Buy |
13,234
+49
| +0.4% | +$12.2K | 0.28% | 75 |
|
|
2021
Q4 | $4.64M | Buy |
+13,185
| New | +$4.64M | 0.39% | 57 |
|