Stratos Wealth Advisors’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 | $1.01M | Sell |
2,944
-3,041
| -51% | -$1.04M | 0.05% | 310 |
|
|
2025
Q1 | $2.09M | Buy |
5,985
+3,124
| +109% | +$1.09M | 0.11% | 173 |
|
|
2024
Q4 | $973K | Buy |
2,861
+708
| +33% | +$241K | 0.05% | 339 |
|
|
2024
Q3 | $822K | Sell |
2,153
-4
| -0.2% | -$1.53K | 0.04% | 393 |
|
|
2024
Q2 | $644K | Sell |
2,157
-2,779
| -56% | -$829K | 0.03% | 413 |
|
|
2024
Q1 | $1.71M | Sell |
4,936
-3
| -0.1% | -$1.04K | 0.1% | 222 |
|
|
2023
Q4 | $1.54M | Buy |
4,939
+277
| +6% | +$86.4K | 0.09% | 253 |
|
|
2023
Q3 | $1.19M | Buy |
4,662
+34
| +0.7% | +$8.67K | 0.08% | 269 |
|
|
2023
Q2 | $1.23M | Sell |
4,628
-400
| -8% | -$106K | 0.09% | 255 |
|
|
2023
Q1 | $1.13M | Sell |
5,028
-79
| -2% | -$17.8K | 0.09% | 256 |
|
|
2022
Q4 | $1.21M | Sell |
5,107
-51
| -1% | -$12.1K | 0.1% | 258 |
|
|
2022
Q3 | $1.06M | Sell |
5,158
-19
| -0.4% | -$3.89K | 0.11% | 239 |
|
|
2022
Q2 | $1.16M | Buy |
5,177
+16
| +0.3% | +$3.58K | 0.11% | 246 |
|
|
2022
Q1 | $1.29M | Sell |
5,161
-4
| -0.1% | -$998 | 0.1% | 231 |
|
|
2021
Q4 | $1.82M | Buy |
5,165
+82
| +2% | +$28.9K | 0.13% | 200 |
|
|
2021
Q3 | $1.42M | Buy |
5,083
+30
| +0.6% | +$8.39K | 0.12% | 209 |
|
|
2021
Q2 | $1.38M | Buy |
5,053
+3,319
| +191% | +$904K | 0.12% | 197 |
|
|
2021
Q1 | $427K | Hold |
1,734
| – | – | 0.05% | 340 |
|
|
2020
Q4 | $425K | Sell |
1,734
-12
| -0.7% | -$2.94K | 0.06% | 269 |
|
|
2020
Q3 | $406K | Buy |
1,746
+66
| +4% | +$15.3K | 0.1% | 211 |
|
|
2020
Q2 | $324K | Buy |
1,680
+15
| +0.9% | +$2.89K | 0.1% | 196 |
|
|
2020
Q1 | $255K | Sell |
1,665
-180
| -10% | -$27.6K | 0.18% | 124 |
|
|
2019
Q4 | $359K | Sell |
1,845
-15
| -0.8% | -$2.92K | 0.2% | 114 |
|
|
2019
Q3 | $341K | Hold |
1,860
| – | – | 0.13% | 171 |
|
|
2019
Q2 | $284K | Hold |
1,860
| – | – | 0.11% | 188 |
|
|
2019
Q1 | $267K | Hold |
1,860
| – | – | 0.14% | 172 |
|
|
2018
Q4 | $244K | Buy |
+1,860
| New | +$244K | 0.16% | 161 |
|