Spire Wealth Management’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 | $1.03M | Sell |
3,046
-3,056
| -50% | -$1.03M | 0.04% | 360 |
|
|
2025
Q1 | $2.13M | Buy |
6,102
+749
| +14% | +$262K | 0.07% | 254 |
|
|
2024
Q4 | $1.82M | Buy |
5,353
+694
| +15% | +$236K | 0.06% | 258 |
|
|
2024
Q3 | $1.78M | Buy |
4,659
+3,829
| +461% | +$1.46M | 0.06% | 254 |
|
|
2024
Q2 | $248K | Sell |
830
-1,246
| -60% | -$372K | 0.01% | 667 |
|
|
2024
Q1 | $721K | Sell |
2,076
-17,515
| -89% | -$6.08M | 0.01% | 436 |
|
|
2023
Q4 | $5.96M | Buy |
19,591
+2,698
| +16% | +$820K | 0.2% | 106 |
|
|
2023
Q3 | $4.31M | Buy |
16,893
+14,641
| +650% | +$3.73M | 0.16% | 132 |
|
|
2023
Q2 | $598K | Sell |
2,252
-408
| -15% | -$108K | 0.02% | 451 |
|
|
2023
Q1 | $598K | Buy |
2,660
+1,785
| +204% | +$401K | 0.02% | 449 |
|
|
2022
Q4 | $208K | Sell |
875
-641
| -42% | -$152K | 0.01% | 551 |
|
|
2022
Q3 | $310K | Sell |
1,516
-23,936
| -94% | -$4.89M | 0.02% | 430 |
|
|
2022
Q2 | $5.7M | Sell |
25,452
-9,504
| -27% | -$2.13M | 0.23% | 109 |
|
|
2022
Q1 | $8.74M | Sell |
34,956
-2,610
| -7% | -$653K | 0.23% | 118 |
|
|
2021
Q4 | $13.3M | Buy |
37,566
+3,472
| +10% | +$1.23M | 0.29% | 100 |
|
|
2021
Q3 | $9.54M | Buy |
34,094
+2,565
| +8% | +$718K | 0.25% | 112 |
|
|
2021
Q2 | $8.61M | Sell |
31,529
-3,832
| -11% | -$1.05M | 0.23% | 117 |
|
|
2021
Q1 | $8.15M | Buy |
+35,361
| New | +$8.15M | 0.22% | 118 |
|