SageView Advisory Group’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 | $201K | Sell |
599
-16
| -3% | -$5.38K | 0.01% | 603 |
|
|
2025
Q1 | $215K | Sell |
615
-101
| -14% | -$35.3K | 0.01% | 559 |
|
|
2024
Q4 | $243K | Sell |
716
-62
| -8% | -$21.1K | 0.01% | 516 |
|
|
2024
Q3 | $297K | Buy |
+778
| New | +$297K | 0.02% | 400 |
|
|
2024
Q1 | – | Sell |
-2,626
| Closed | -$808K | – | 787 |
|
|
2023
Q4 | $808K | Buy |
+2,626
| New | +$808K | 0.03% | 294 |
|