Silver Oak Securities’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 | $318K | Sell |
927
-2,258
| -71% | -$775K | 0.03% | 528 |
|
|
2025
Q1 | $1.08M | Buy |
3,185
+609
| +24% | +$207K | 0.1% | 218 |
|
|
2024
Q4 | $873K | Buy |
2,576
+1,078
| +72% | +$365K | 0.08% | 257 |
|
|
2024
Q3 | $573K | Buy |
1,498
+963
| +180% | +$369K | 0.06% | 303 |
|
|
2024
Q2 | $160K | Sell |
535
-5
| -0.9% | -$1.49K | 0.02% | 405 |
|
|
2024
Q1 | $187K | Sell |
540
-233
| -30% | -$80.9K | 0.03% | 385 |
|
|
2023
Q4 | $241K | Buy |
773
+451
| +140% | +$141K | 0.03% | 422 |
|
|
2023
Q3 | $82K | Sell |
322
-498
| -61% | -$127K | 0.02% | 349 |
|
|
2023
Q2 | $218K | Sell |
820
-207
| -20% | -$55K | 0.04% | 400 |
|
|
2023
Q1 | $231K | Buy |
+1,027
| New | +$231K | 0.04% | 340 |
|
|
2022
Q4 | – | Sell |
-322
| Closed | -$82K | – | 460 |
|
|
2022
Q3 | $82K | Sell |
322
-576
| -64% | -$147K | 0.02% | 349 |
|
|
2022
Q2 | $233K | Buy |
+898
| New | +$233K | 0.05% | 235 |
|