Sequoia Financial 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 | $36.9M | Sell |
107,359
-45,243
| -30% | -$15.5M | 0.25% | 84 |
|
|
2025
Q1 | $53.3M | Buy |
152,602
+53,765
| +54% | +$18.8M | 0.41% | 55 |
|
|
2024
Q4 | $33.6M | Buy |
98,837
+50,904
| +106% | +$17.3M | 0.32% | 70 |
|
|
2024
Q3 | $18.3M | Sell |
47,933
-6,468
| -12% | -$2.47M | 0.2% | 105 |
|
|
2024
Q2 | $16.2M | Buy |
54,401
+523
| +1% | +$156K | 0.2% | 104 |
|
|
2024
Q1 | $18.7M | Sell |
53,878
-5,108
| -9% | -$1.77M | 0.23% | 93 |
|
|
2023
Q4 | $18.4M | Buy |
58,986
+1,897
| +3% | +$592K | 0.23% | 90 |
|
|
2023
Q3 | $14.6M | Buy |
57,089
+1,773
| +3% | +$452K | 0.26% | 77 |
|
|
2023
Q2 | $14.7M | Buy |
55,316
+744
| +1% | +$198K | 0.25% | 78 |
|
|
2023
Q1 | $12.3M | Buy |
54,572
+2,479
| +5% | +$557K | 0.27% | 67 |
|
|
2022
Q4 | $12.4M | Buy |
52,093
+30,850
| +145% | +$7.32M | 0.3% | 64 |
|
|
2022
Q3 | $4.35M | Buy |
21,243
+4,362
| +26% | +$893K | 0.14% | 125 |
|
|
2022
Q2 | $3.78M | Sell |
16,881
-18,960
| -53% | -$4.25M | 0.11% | 137 |
|
|
2022
Q1 | $8.95M | Buy |
35,841
+23,033
| +180% | +$5.75M | 0.22% | 90 |
|
|
2021
Q4 | $4.51M | Buy |
12,808
+6,350
| +98% | +$2.24M | 0.12% | 116 |
|
|
2021
Q3 | $1.81M | Sell |
6,458
-20,923
| -76% | -$5.85M | 0.18% | 78 |
|
|
2021
Q2 | $7.46M | Buy |
27,381
+14,151
| +107% | +$3.86M | 0.27% | 67 |
|
|
2021
Q1 | $3.26M | Sell |
13,230
-165
| -1% | -$40.6K | 0.14% | 95 |
|
|
2020
Q4 | $3.28M | Buy |
13,395
+3
| +0% | +$735 | 0.15% | 91 |
|
|
2020
Q3 | $3.11M | Sell |
13,392
-570
| -4% | -$132K | 0.16% | 83 |
|
|
2020
Q2 | $2.69M | Buy |
13,962
+1,056
| +8% | +$203K | 0.16% | 76 |
|
|
2020
Q1 | $1.98M | Sell |
12,906
-6
| -0% | -$919 | 0.15% | 79 |
|
|
2019
Q4 | $2.51M | Sell |
12,912
-150
| -1% | -$29.2K | 0.16% | 82 |
|
|
2019
Q3 | $2.39M | Sell |
13,062
-1,659
| -11% | -$304K | 0.17% | 75 |
|
|
2019
Q2 | $2.25M | Buy |
14,721
+1,806
| +14% | +$276K | 0.17% | 78 |
|
|
2019
Q1 | $1.85M | Sell |
12,915
-324
| -2% | -$46.5K | 0.15% | 84 |
|
|
2018
Q4 | $1.74M | Buy |
13,239
+624
| +5% | +$81.8K | 0.2% | 75 |
|
|
2018
Q3 | $1.91M | Buy |
12,615
+372
| +3% | +$56.4K | 0.19% | 79 |
|
|
2018
Q2 | $1.66M | Buy |
12,243
+3
| +0% | +$407 | 0.18% | 84 |
|
|
2018
Q1 | $1.6M | Buy |
12,240
+1,665
| +16% | +$218K | 0.17% | 86 |
|
|
2017
Q4 | $1.45M | Buy |
10,575
+3,048
| +40% | +$416K | 0.15% | 93 |
|
|
2017
Q3 | $898K | Sell |
7,527
-1,569
| -17% | -$187K | 0.11% | 115 |
|
|
2017
Q2 | $1.06M | Buy |
9,096
+84
| +0.9% | +$9.83K | 0.13% | 103 |
|
|
2017
Q1 | $932K | Buy |
9,012
+3
| +0% | +$310 | 0.12% | 107 |
|
|
2016
Q4 | $807K | Buy |
9,009
+3
| +0% | +$269 | 0.12% | 115 |
|
|
2016
Q3 | $830K | Buy |
9,006
+3
| +0% | +$276 | 0.15% | 92 |
|
|
2016
Q2 | $881K | Sell |
9,003
-87
| -1% | -$8.51K | 0.25% | 84 |
|
|
2016
Q1 | $863K | Hold |
9,090
| – | – | 0.28% | 68 |
|
|
2015
Q4 | $787K | Hold |
9,090
| – | – | 0.32% | 63 |
|
|
2015
Q3 | $675K | Hold |
9,090
| – | – | 0.29% | 68 |
|
|
2015
Q2 | $833K | Buy |
+9,090
| New | +$833K | 0.35% | 65 |
|