Summit Securities Group’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 | $63.9K | Buy |
+186
| New | +$63.9K | 0.01% | 358 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$340 | – | 923 |
|
|
2024
Q4 | $340 | Buy |
+1
| New | +$340 | ﹤0.01% | 438 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | – | – | 666 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 679 |
|
|
2023
Q3 | – | Sell |
-307
| Closed | -$82K | – | 794 |
|
|
2023
Q2 | $82K | Sell |
307
-157
| -34% | -$41.9K | 0.01% | 215 |
|
|
2023
Q1 | $104K | Sell |
464
-1,040
| -69% | -$233K | 0.01% | 174 |
|
|
2022
Q4 | $357K | Sell |
1,504
-1,225
| -45% | -$291K | 0.01% | 149 |
|
|
2022
Q3 | $559K | Buy |
2,729
+2,033
| +292% | +$416K | 0.04% | 127 |
|
|
2022
Q2 | $156K | Buy |
696
+597
| +603% | +$134K | 0.02% | 206 |
|
|
2022
Q1 | $25K | Sell |
99
-1,927
| -95% | -$487K | ﹤0.01% | 471 |
|
|
2021
Q4 | $713K | Buy |
+2,026
| New | +$713K | 0.03% | 170 |
|
|
2015
Q3 | – | Sell |
-528
| Closed | -$48K | – | 451 |
|
|
2015
Q2 | $48K | Buy |
+528
| New | +$48K | 0.02% | 225 |
|