Summit Financial’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 | $4.13M | Sell |
12,036
-617
| -5% | -$212K | 0.09% | 188 |
|
|
2025
Q1 | $4.42M | Buy |
12,653
+170
| +1% | +$59.4K | 0.12% | 147 |
|
|
2024
Q4 | $4.24M | Sell |
12,483
-2,078
| -14% | -$706K | 0.15% | 120 |
|
|
2024
Q3 | $5.56M | Sell |
14,561
-240
| -2% | -$91.6K | 0.22% | 82 |
|
|
2024
Q2 | $4.42M | Buy |
14,801
+8,968
| +154% | +$2.68M | 0.2% | 87 |
|
|
2024
Q1 | $2.03M | Buy |
5,833
+600
| +11% | +$208K | 0.12% | 104 |
|
|
2023
Q4 | $1.63M | Buy |
5,233
+22
| +0.4% | +$6.86K | 0.11% | 118 |
|
|
2023
Q3 | $1.33M | Sell |
5,211
-62
| -1% | -$15.8K | 0.1% | 132 |
|
|
2023
Q2 | $1.4M | Buy |
5,273
+1,906
| +57% | +$506K | 0.1% | 116 |
|
|
2023
Q1 | $757K | Buy |
3,367
+30
| +0.9% | +$6.74K | 0.07% | 140 |
|
|
2022
Q4 | $792K | Buy |
3,337
+165
| +5% | +$39.2K | 0.07% | 133 |
|
|
2022
Q3 | $649K | Buy |
3,172
+446
| +16% | +$91.3K | 0.06% | 144 |
|
|
2022
Q2 | $610K | Sell |
2,726
-151
| -5% | -$33.8K | 0.06% | 141 |
|
|
2022
Q1 | $718K | Buy |
2,877
+122
| +4% | +$30.5K | 0.06% | 148 |
|
|
2021
Q4 | $970K | Buy |
2,755
+755
| +38% | +$266K | 0.07% | 111 |
|
|
2021
Q3 | $559K | Buy |
2,000
+1,189
| +147% | +$333K | 0.05% | 134 |
|
|
2021
Q2 | $221K | Buy |
+811
| New | +$221K | 0.02% | 159 |
|