Summit Financial Strategies’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,136
| Closed | -$1.83M | – | 128 |
|
|
2023
Q1 | $1.83M | Hold |
8,136
| – | – | 0.36% | 27 |
|
|
2022
Q4 | $1.93M | Hold |
8,136
| – | – | 0.42% | 26 |
|
|
2022
Q3 | $1.67M | Hold |
8,136
| – | – | 0.4% | 24 |
|
|
2022
Q2 | $1.82M | Hold |
8,136
| – | – | 0.43% | 22 |
|
|
2022
Q1 | $2.03M | Sell |
8,136
-192
| -2% | -$47.9K | 0.41% | 20 |
|
|
2021
Q4 | $2.93M | Hold |
8,328
| – | – | 0.57% | 17 |
|
|
2021
Q3 | $2.33M | Hold |
8,328
| – | – | 0.45% | 20 |
|
|
2021
Q2 | $2.27M | Buy |
+8,328
| New | +$2.27M | 0.45% | 21 |
|