Tandem Wealth Advisors’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 | $359K | Buy |
1,047
+17
| +2% | +$5.84K | 0.18% | 39 |
|
|
2025
Q1 | $360K | Buy |
1,030
+142
| +16% | +$49.6K | 0.19% | 41 |
|
|
2024
Q4 | $302K | Buy |
888
+47
| +6% | +$16K | 0.15% | 46 |
|
|
2024
Q3 | $321K | Sell |
841
-5
| -0.6% | -$1.91K | 0.16% | 42 |
|
|
2024
Q2 | $252K | Hold |
846
| – | – | 0.14% | 46 |
|
|
2024
Q1 | $294K | Buy |
+846
| New | +$294K | 0.16% | 41 |
|