SOA Wealth Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $359 | Hold |
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|
2025
Q2 | $355 | Hold |
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|
2025
Q1 | $360 | Hold |
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|
2024
Q4 | $350 | Hold |
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|
2024
Q3 | $392 | Hold |
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|
2024
Q2 | $306 | Hold |
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|
2024
Q1 | $355 | Hold |
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|
2023
Q4 | $318 | Hold |
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|
2023
Q3 | $260 | Hold |
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|
2023
Q2 | $270 | Hold |
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|
2023
Q1 | $228 | Hold |
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|
2022
Q4 | $240 | Sell |
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|
2022
Q3 | $0 | Sell |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $11K | Hold |
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|
2021
Q4 | $16K | Hold |
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|
2021
Q3 | $13K | Sell |
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|
2021
Q2 | $13K | Buy |
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|
2021
Q1 | $5K | Sell |
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|
2020
Q4 | $15K | Buy |
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