SIA
Schechter Investment Advisors’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $389K | Sell |
1,115
-79
| -7% | -$27.6K | 0.03% | 420 |
|
|
2024
Q4 | $406K | Sell |
1,194
-109
| -8% | -$37K | 0.03% | 426 |
|
|
2024
Q3 | $497K | Buy |
1,303
+72
| +6% | +$27.5K | 0.04% | 397 |
|
|
2024
Q2 | $367K | Sell |
1,231
-114
| -8% | -$34K | 0.03% | 434 |
|
|
2024
Q1 | $467K | Buy |
1,345
+211
| +19% | +$73.3K | 0.03% | 392 |
|
|
2023
Q4 | $354K | Buy |
1,134
+53
| +5% | +$16.5K | 0.03% | 423 |
|
|
2023
Q3 | $276K | Buy |
1,081
+64
| +6% | +$16.3K | 0.03% | 472 |
|
|
2023
Q2 | $270K | Buy |
1,017
+42
| +4% | +$11.1K | 0.02% | 511 |
|
|
2023
Q1 | $219K | Sell |
975
-154
| -14% | -$34.6K | 0.02% | 595 |
|
|
2022
Q4 | $268K | Buy |
+1,129
| New | +$268K | 0.02% | 658 |
|
|
2022
Q3 | – | Sell |
-986
| Closed | -$220K | – | 982 |
|
|
2022
Q2 | $220K | Buy |
+986
| New | +$220K | 0.02% | 817 |
|
|
2022
Q1 | – | Sell |
-1,150
| Closed | -$405K | – | 967 |
|
|
2021
Q4 | $405K | Buy |
+1,150
| New | +$405K | 0.04% | 576 |
|