Stiles 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 | $2.15M | Buy |
6,248
+178
| +3% | +$61.1K | 0.74% | 48 |
|
|
2025
Q1 | $2.12M | Buy |
6,070
+496
| +9% | +$173K | 0.81% | 42 |
|
|
2024
Q4 | $1.9M | Buy |
5,574
+122
| +2% | +$41.5K | 0.69% | 49 |
|
|
2024
Q3 | $2.08M | Buy |
5,452
+136
| +3% | +$51.9K | 0.73% | 45 |
|
|
2024
Q2 | $1.59M | Buy |
5,316
+669
| +14% | +$200K | 0.61% | 54 |
|
|
2024
Q1 | $1.61M | Buy |
4,647
+539
| +13% | +$187K | 0.65% | 50 |
|
|
2023
Q4 | $1.28M | Buy |
4,108
+249
| +6% | +$77.7K | 0.58% | 58 |
|
|
2023
Q3 | $984K | Buy |
3,859
+217
| +6% | +$55.3K | 0.51% | 63 |
|
|
2023
Q2 | $967K | Buy |
3,642
+298
| +9% | +$79.1K | 0.48% | 65 |
|
|
2023
Q1 | $752K | Buy |
3,344
+8
| +0.2% | +$1.8K | 0.4% | 76 |
|
|
2022
Q4 | $792K | Sell |
3,336
-36
| -1% | -$8.54K | 0.45% | 68 |
|
|
2022
Q3 | $690K | Buy |
3,372
+469
| +16% | +$96K | 0.42% | 67 |
|
|
2022
Q2 | $650K | Buy |
2,903
+393
| +16% | +$88K | 0.39% | 72 |
|
|
2022
Q1 | $632K | Buy |
2,510
+137
| +6% | +$34.5K | 0.32% | 91 |
|
|
2021
Q4 | $836K | Buy |
+2,373
| New | +$836K | 0.4% | 74 |
|