SFSG
Sound Financial Strategies Group’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Buy |
2,200
+61
| +3% | +$20.9K | 0.64% | 51 |
|
|
2025
Q1 | $747K | Sell |
2,139
-362
| -14% | -$126K | 0.67% | 51 |
|
|
2024
Q4 | $850K | Buy |
2,501
+214
| +9% | +$72.7K | 0.71% | 37 |
|
|
2024
Q3 | $873K | Sell |
2,287
-27
| -1% | -$10.3K | 0.7% | 20 |
|
|
2024
Q2 | $691K | Buy |
2,314
+101
| +5% | +$30.1K | 0.6% | 39 |
|
|
2024
Q1 | $769K | Sell |
2,213
-88
| -4% | -$30.6K | 0.64% | 13 |
|
|
2023
Q4 | $718K | Sell |
2,301
-1,346
| -37% | -$420K | 0.6% | 10 |
|
|
2023
Q3 | $930K | Sell |
3,647
-283
| -7% | -$72.2K | 0.77% | 21 |
|
|
2023
Q2 | $1.04M | Buy |
+3,930
| New | +$1.04M | 0.76% | 16 |
|
|
2022
Q1 | – | Sell |
-2,116
| Closed | -$745K | – | 102 |
|
|
2021
Q4 | $745K | Sell |
2,116
-88
| -4% | -$31K | 0.37% | 32 |
|
|
2021
Q3 | $617K | Sell |
2,204
-37
| -2% | -$10.4K | 0.31% | 48 |
|
|
2021
Q2 | $611K | Buy |
2,241
+564
| +34% | +$154K | 0.3% | 62 |
|
|
2021
Q1 | $1.24M | Sell |
1,677
-25
| -1% | -$18.5K | 0.63% | 12 |
|
|
2020
Q4 | $1.25M | Buy |
1,702
+119
| +8% | +$87.5K | 0.68% | 13 |
|
|
2020
Q3 | $1.1M | Sell |
1,583
-27
| -2% | -$18.8K | 0.7% | 13 |
|
|
2020
Q2 | $930K | Sell |
1,610
-7
| -0.4% | -$4.04K | 0.6% | 17 |
|
|
2020
Q1 | $743K | Sell |
1,617
-3,186
| -66% | -$1.46M | 0.51% | 23 |
|
|
2019
Q4 | $2.8M | Buy |
+4,803
| New | +$2.8M | 1.78% | 5 |
|