SWA
SOA Wealth Advisors’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355 | Hold |
1
| – | – | ﹤0.01% | 801 |
|
|
2025
Q1 | $360 | Hold |
1
| – | – | ﹤0.01% | 806 |
|
|
2024
Q4 | $350 | Hold |
1
| – | – | ﹤0.01% | 797 |
|
|
2024
Q3 | $392 | Hold |
1
| – | – | ﹤0.01% | 765 |
|
|
2024
Q2 | $306 | Hold |
1
| – | – | ﹤0.01% | 787 |
|
|
2024
Q1 | $355 | Hold |
1
| – | – | ﹤0.01% | 826 |
|
|
2023
Q4 | $318 | Hold |
1
| – | – | ﹤0.01% | 824 |
|
|
2023
Q3 | $260 | Hold |
1
| – | – | ﹤0.01% | 859 |
|
|
2023
Q2 | $270 | Hold |
1
| – | – | ﹤0.01% | 863 |
|
|
2023
Q1 | $228 | Hold |
1
| – | – | ﹤0.01% | 896 |
|
|
2022
Q4 | $240 | Sell |
1
-2
| -67% | -$480 | ﹤0.01% | 892 |
|
|
2022
Q3 | $0 | Sell |
3
-2
| -40% | – | ﹤0.01% | 979 |
|
|
2022
Q2 | $1K | Sell |
5
-42
| -89% | -$8.4K | ﹤0.01% | 784 |
|
|
2022
Q1 | $11K | Hold |
47
| – | – | ﹤0.01% | 576 |
|
|
2021
Q4 | $16K | Hold |
47
| – | – | ﹤0.01% | 490 |
|
|
2021
Q3 | $13K | Sell |
47
-1
| -2% | -$277 | ﹤0.01% | 533 |
|
|
2021
Q2 | $13K | Buy |
48
+41
| +586% | +$11.1K | ﹤0.01% | 532 |
|
|
2021
Q1 | $5K | Sell |
7
-15
| -68% | -$10.7K | ﹤0.01% | 631 |
|
|
2020
Q4 | $15K | Buy |
+22
| New | +$15K | ﹤0.01% | 454 |
|