Shakespeare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Hold |
1,604
| – | – | 0.15% | 58 |
|
|
2025
Q1 | $560K | Sell |
1,604
-50
| -3% | -$17.5K | 0.15% | 57 |
|
|
2024
Q4 | $562K | Sell |
1,654
-157
| -9% | -$53.4K | 0.15% | 56 |
|
|
2024
Q3 | $691K | Buy |
1,811
+7
| +0.4% | +$2.67K | 0.18% | 52 |
|
|
2024
Q2 | $538K | Sell |
1,804
-74
| -4% | -$22.1K | 0.16% | 54 |
|
|
2024
Q1 | $652K | Sell |
1,878
-99
| -5% | -$34.4K | 0.19% | 48 |
|
|
2023
Q4 | $617K | Hold |
1,977
| – | – | 0.19% | 49 |
|
|
2023
Q3 | $504K | Hold |
1,977
| – | – | 0.18% | 51 |
|
|
2023
Q2 | $525K | Hold |
1,977
| – | – | 0.18% | 50 |
|
|
2023
Q1 | $444K | Hold |
1,977
| – | – | 0.16% | 53 |
|
|
2022
Q4 | $469K | Hold |
1,977
| – | – | 0.17% | 51 |
|
|
2022
Q3 | $405K | Sell |
1,977
-165
| -8% | -$33.8K | 0.17% | 51 |
|
|
2022
Q2 | $483K | Sell |
2,142
-162
| -7% | -$36.5K | 0.2% | 47 |
|
|
2022
Q1 | $597K | Hold |
2,304
| – | – | 0.21% | 42 |
|
|
2021
Q4 | $811K | Hold |
2,304
| – | – | 0.29% | 38 |
|
|
2021
Q3 | $657K | Hold |
2,304
| – | – | 0.25% | 41 |
|
|
2021
Q2 | $684K | Hold |
2,304
| – | – | 0.26% | 38 |
|
|
2021
Q1 | $567K | Hold |
2,304
| – | – | 0.23% | 43 |
|
|
2020
Q4 | $564K | Hold |
2,304
| – | – | 0.25% | 42 |
|
|
2020
Q3 | $535K | Hold |
2,304
| – | – | 0.28% | 43 |
|
|
2020
Q2 | $444K | Hold |
2,304
| – | – | 0.26% | 44 |
|
|
2020
Q1 | $353K | Hold |
2,304
| – | – | 0.24% | 43 |
|
|
2019
Q4 | $448K | Hold |
2,304
| – | – | 0.24% | 49 |
|
|
2019
Q3 | $422K | Hold |
2,304
| – | – | 0.24% | 48 |
|
|
2019
Q2 | $352K | Buy |
+2,304
| New | +$352K | 0.23% | 51 |
|