Summit Wealth Group’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $307K | Hold |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | $299K | Sell |
|
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|
2024
Q3 | $337K | Sell |
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|
2024
Q2 | $265K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $1K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $225K | Hold |
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|
2020
Q3 | $213K | Buy |
|