Souders 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 | $852K | Buy |
2,482
+38
| +2% | +$13K | 0.11% | 100 |
|
|
2025
Q1 | $853K | Hold |
2,444
| – | – | 0.12% | 101 |
|
|
2024
Q4 | $831K | Sell |
2,444
-296
| -11% | -$101K | 0.12% | 108 |
|
|
2024
Q3 | $1.05M | Sell |
2,740
-7
| -0.3% | -$2.67K | 0.15% | 99 |
|
|
2024
Q2 | $820K | Buy |
2,747
+16
| +0.6% | +$4.78K | 0.12% | 104 |
|
|
2024
Q1 | $949K | Buy |
2,731
+2
| +0.1% | +$695 | 0.15% | 92 |
|
|
2023
Q4 | $851K | Sell |
2,729
-357
| -12% | -$111K | 0.15% | 95 |
|
|
2023
Q3 | $787K | Sell |
3,086
-4
| -0.1% | -$1.02K | 0.15% | 96 |
|
|
2023
Q2 | $821K | Buy |
3,090
+10
| +0.3% | +$2.66K | 0.16% | 91 |
|
|
2023
Q1 | $692K | Sell |
3,080
-39
| -1% | -$8.77K | 0.15% | 100 |
|
|
2022
Q4 | $740K | Sell |
3,119
-372
| -11% | -$88.3K | 0.17% | 95 |
|
|
2022
Q3 | $715K | Sell |
3,491
-5
| -0.1% | -$1.02K | 0.19% | 92 |
|
|
2022
Q2 | $783K | Sell |
3,496
-55
| -2% | -$12.3K | 0.23% | 80 |
|
|
2022
Q1 | $886K | Buy |
3,551
+30
| +0.9% | +$7.49K | 0.26% | 83 |
|
|
2021
Q4 | $1.24M | Sell |
3,521
-283
| -7% | -$99.7K | 0.36% | 64 |
|
|
2021
Q3 | $1.06M | Buy |
3,804
+21
| +0.6% | +$5.87K | 0.34% | 66 |
|
|
2021
Q2 | $1.03M | Buy |
3,783
+60
| +2% | +$16.4K | 0.35% | 65 |
|
|
2021
Q1 | $916K | Buy |
3,723
+27
| +0.7% | +$6.64K | 0.36% | 59 |
|
|
2020
Q4 | $905K | Hold |
3,696
| – | – | 0.39% | 55 |
|
|
2020
Q3 | $890K | Sell |
3,696
-204
| -5% | -$49.1K | 0.42% | 53 |
|
|
2020
Q2 | $751K | Hold |
3,900
| – | – | 0.43% | 54 |
|
|
2020
Q1 | $597K | Buy |
+3,900
| New | +$597K | 0.53% | 48 |
|