Rockbridge Investment Management’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12
| Closed | -$3.74K | – | 524 |
|
|
2023
Q4 | $3.74K | Buy |
+12
| New | +$3.74K | ﹤0.01% | 497 |
|
|
2022
Q3 | – | Sell |
-12
| Closed | -$2.69K | – | 499 |
|
|
2022
Q2 | $2.69K | Hold |
12
| – | – | ﹤0.01% | 517 |
|
|
2022
Q1 | $3.06K | Hold |
12
| – | – | ﹤0.01% | 671 |
|
|
2021
Q4 | $4K | Hold |
12
| – | – | ﹤0.01% | 684 |
|
|
2021
Q3 | $3K | Hold |
12
| – | – | ﹤0.01% | 650 |
|
|
2021
Q2 | $3K | Hold |
12
| – | – | ﹤0.01% | 654 |
|
|
2021
Q1 | $3K | Hold |
12
| – | – | ﹤0.01% | 630 |
|
|
2020
Q4 | $3K | Hold |
12
| – | – | ﹤0.01% | 613 |
|
|
2020
Q3 | $3K | Hold |
12
| – | – | ﹤0.01% | 570 |
|
|
2020
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 572 |
|