Sowell Financial Services’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 | $325K | Buy |
945
+67
| +8% | +$23K | 0.01% | 751 |
|
2025
Q1 | $306K | Buy |
+878
| New | +$306K | 0.01% | 754 |
|
2021
Q2 | – | Sell |
-3,288
| Closed | -$313K | – | 2347 |
|
2021
Q1 | $313K | Buy |
3,288
+2,457
| +296% | +$234K | 0.01% | 831 |
|
2020
Q4 | $203K | Sell |
831
-72
| -8% | -$17.6K | 0.01% | 835 |
|
2020
Q3 | $209K | Sell |
903
-183
| -17% | -$42.4K | 0.01% | 712 |
|
2020
Q2 | $209K | Sell |
1,086
-2,175
| -67% | -$419K | 0.01% | 706 |
|
2020
Q1 | $499K | Sell |
3,261
-489
| -13% | -$74.8K | 0.04% | 399 |
|
2019
Q4 | $729K | Buy |
3,750
+267
| +8% | +$51.9K | 0.06% | 338 |
|
2019
Q3 | $639K | Buy |
+3,483
| New | +$639K | 0.05% | 343 |
|