Strategic Wealth Partners’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 | $467K | Buy |
+1,359
| New | +$467K | 0.04% | 219 |
|
|
2024
Q4 | $514K | Buy |
1,424
+57
| +4% | +$20.6K | 0.04% | 206 |
|
|
2024
Q3 | $522K | Sell |
1,367
-19
| -1% | -$7.25K | 0.05% | 199 |
|
|
2024
Q2 | $414K | Hold |
1,386
| – | – | 0.04% | 213 |
|
|
2024
Q1 | $482K | Sell |
1,386
-235
| -14% | -$81.6K | 0.05% | 198 |
|
|
2023
Q4 | $506K | Sell |
1,621
-793
| -33% | -$247K | 0.06% | 184 |
|
|
2023
Q3 | $616K | Sell |
2,414
-8
| -0.3% | -$2.04K | 0.08% | 183 |
|
|
2023
Q2 | $643K | Sell |
2,422
-55
| -2% | -$14.6K | 0.08% | 185 |
|
|
2023
Q1 | $557K | Sell |
2,477
-1,897
| -43% | -$426K | 0.09% | 170 |
|
|
2022
Q4 | $1.04M | Buy |
4,374
+44
| +1% | +$10.4K | 0.19% | 117 |
|
|
2022
Q3 | $887K | Sell |
4,330
-632
| -13% | -$129K | 0.19% | 132 |
|
|
2022
Q2 | $1.11M | Sell |
4,962
-128
| -3% | -$28.7K | 0.24% | 112 |
|
|
2022
Q1 | $1.27M | Buy |
5,090
+315
| +7% | +$78.7K | 0.25% | 117 |
|
|
2021
Q4 | $1.68M | Sell |
4,775
-8
| -0.2% | -$2.82K | 0.32% | 104 |
|
|
2021
Q3 | $1.34M | Buy |
4,783
+415
| +10% | +$116K | 0.39% | 71 |
|
|
2021
Q2 | $1.19M | Buy |
4,368
+450
| +11% | +$123K | 0.39% | 70 |
|
|
2021
Q1 | $964K | Sell |
3,918
-2,559
| -40% | -$630K | 0.38% | 66 |
|
|
2020
Q4 | $1.59M | Sell |
6,477
-63
| -1% | -$15.4K | 0.67% | 33 |
|
|
2020
Q3 | $1.52M | Sell |
6,540
-2,589
| -28% | -$601K | 0.77% | 28 |
|
|
2020
Q2 | $1.76M | Sell |
9,129
-888
| -9% | -$171K | 0.91% | 23 |
|
|
2020
Q1 | $1.95M | Hold |
10,017
| – | – | 1.02% | 23 |
|
|
2019
Q4 | $1.95M | Sell |
10,017
-429
| -4% | -$83.5K | 1.01% | 23 |
|
|
2019
Q3 | $45.8K | Buy |
10,446
+5,289
| +103% | +$23.2K | 0.24% | 85 |
|
|
2019
Q2 | $787K | Sell |
5,157
-993
| -16% | -$152K | 0.38% | 75 |
|
|
2019
Q1 | $888K | Buy |
6,150
+75
| +1% | +$10.8K | 0.41% | 76 |
|
|
2018
Q4 | $857K | Hold |
6,075
| – | – | 0.43% | 75 |
|
|
2018
Q3 | $922K | Hold |
6,075
| – | – | 0.49% | 70 |
|
|
2018
Q2 | $825K | Sell |
6,075
-1,275
| -17% | -$173K | 0.48% | 69 |
|
|
2018
Q1 | $961K | Buy |
7,350
+1,527
| +26% | +$200K | 0.5% | 68 |
|
|
2017
Q4 | $752K | Buy |
+5,823
| New | +$752K | 0.42% | 89 |
|