Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $208K | Buy |
613
+51
| +9% | +$17.3K | 0.04% | 159 |
|
|
2024
Q3 | $214K | Buy |
562
+65
| +13% | +$24.8K | 0.04% | 158 |
|
|
2024
Q2 | $148K | Buy |
497
+1
| +0.2% | +$298 | 0.03% | 193 |
|
|
2024
Q1 | $172K | Buy |
496
+40
| +9% | +$13.9K | 0.04% | 171 |
|
|
2023
Q4 | $142K | Buy |
456
+18
| +4% | +$5.62K | 0.03% | 187 |
|
|
2023
Q3 | $112K | Buy |
438
+62
| +16% | +$15.8K | 0.03% | 195 |
|
|
2023
Q2 | $99.9K | Buy |
376
+60
| +19% | +$15.9K | 0.02% | 205 |
|
|
2023
Q1 | $71.1K | Buy |
316
+104
| +49% | +$23.4K | 0.02% | 238 |
|
|
2022
Q4 | $50.4K | Buy |
212
+11
| +5% | +$2.61K | 0.01% | 284 |
|
|
2022
Q3 | $41K | Buy |
201
+10
| +5% | +$2.04K | 0.01% | 315 |
|
|
2022
Q2 | $43K | Buy |
191
+10
| +6% | +$2.25K | 0.01% | 305 |
|
|
2022
Q1 | $45K | Buy |
181
+14
| +8% | +$3.48K | 0.01% | 294 |
|
|
2021
Q4 | $58K | Buy |
167
+99
| +146% | +$34.4K | 0.01% | 270 |
|
|
2021
Q3 | $19K | Buy |
68
+39
| +134% | +$10.9K | 0.01% | 430 |
|
|
2021
Q2 | $8K | Buy |
+29
| New | +$8K | ﹤0.01% | 533 |
|