Summit Wealth 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 | $307K | Hold |
895
| – | – | 0.08% | 89 |
|
|
2025
Q1 | $313K | Buy |
895
+15
| +2% | +$5.25K | 0.09% | 79 |
|
|
2024
Q4 | $299K | Sell |
880
-2
| -0.2% | -$680 | 0.09% | 75 |
|
|
2024
Q3 | $337K | Sell |
882
-5
| -0.6% | -$1.91K | 0.1% | 68 |
|
|
2024
Q2 | $265K | Buy |
+887
| New | +$265K | 0.08% | 77 |
|
|
2023
Q3 | – | Sell |
-900
| Closed | -$239K | – | 67 |
|
|
2023
Q2 | $239K | Sell |
900
-201,393
| -100% | -$53.5M | 0.1% | 67 |
|
|
2023
Q1 | $1K | Buy |
+202,293
| New | +$1K | 0.02% | 137 |
|
|
2021
Q4 | – | Sell |
-906
| Closed | -$253K | – | 46 |
|
|
2021
Q3 | $253K | Buy |
+906
| New | +$253K | 0.4% | 38 |
|
|
2021
Q1 | – | Sell |
-918
| Closed | -$225K | – | 208 |
|
|
2020
Q4 | $225K | Hold |
918
| – | – | 0.14% | 40 |
|
|
2020
Q3 | $213K | Buy |
+918
| New | +$213K | 0.19% | 29 |
|