Ruedi 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-49
| Closed | -$18.8K | – | 346 |
|
2024
Q3 | $18.8K | Sell |
49
-4
| -8% | -$1.54K | 0.01% | 134 |
|
2024
Q2 | $15.9K | Buy |
53
+4
| +8% | +$1.2K | 0.01% | 144 |
|
2024
Q1 | $17.1K | Sell |
49
-45
| -48% | -$15.7K | 0.01% | 132 |
|
2023
Q4 | $29.3K | Sell |
94
-19
| -17% | -$5.93K | 0.01% | 97 |
|
2023
Q3 | $28.8K | Sell |
113
-22
| -16% | -$5.61K | 0.02% | 95 |
|
2023
Q2 | $35.8K | Hold |
135
| – | – | 0.02% | 90 |
|
2023
Q1 | $30.3K | Sell |
135
-68
| -33% | -$15.3K | 0.02% | 105 |
|
2022
Q4 | $48.2K | Buy |
+203
| New | +$48.2K | 0.03% | 73 |
|