Sound Financial Strategies Group’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
Q2 | $755K | Buy |
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|
2025
Q1 | $747K | Sell |
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|
2024
Q4 | $850K | Buy |
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|
2024
Q3 | $873K | Sell |
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|
2024
Q2 | $691K | Buy |
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|
2024
Q1 | $769K | Sell |
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|
2023
Q4 | $718K | Sell |
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|
2023
Q3 | $930K | Sell |
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|
2023
Q2 | $1.04M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $745K | Sell |
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|
2021
Q3 | $617K | Sell |
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|
2021
Q2 | $611K | Sell |
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|
2021
Q1 | $1.24M | Sell |
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|
2020
Q4 | $1.25M | Buy |
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|
2020
Q3 | $1.1M | Sell |
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|
2020
Q2 | $930K | Sell |
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|
2020
Q1 | $743K | Sell |
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|
2019
Q4 | $2.8M | Buy |
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