Sage Mountain Advisors’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 | $594K | Buy |
1,729
+281
| +19% | +$96.5K | 0.04% | 216 |
|
|
2025
Q1 | $505K | Buy |
1,448
+36
| +3% | +$12.6K | 0.04% | 220 |
|
|
2024
Q4 | $480K | Buy |
1,412
+79
| +6% | +$26.8K | 0.04% | 218 |
|
|
2024
Q3 | $509K | Buy |
1,333
+351
| +36% | +$134K | 0.04% | 196 |
|
|
2024
Q2 | $293K | Sell |
982
-298
| -23% | -$88.9K | 0.03% | 257 |
|
|
2024
Q1 | $445K | Buy |
1,280
+493
| +63% | +$171K | 0.05% | 179 |
|
|
2023
Q4 | $245K | Sell |
787
-1
| -0.1% | -$312 | 0.03% | 230 |
|
|
2023
Q3 | $201K | Buy |
788
+27
| +4% | +$6.89K | 0.03% | 253 |
|
|
2023
Q2 | $202K | Buy |
+761
| New | +$202K | 0.03% | 251 |
|