Taylor Hoffman Wealth Management’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $279K | Buy |
943
+172
| +22% | +$50.9K | 0.11% | 97 |
|
|
2024
Q1 | $268K | Hold |
771
| – | – | 0.11% | 95 |
|
|
2023
Q4 | $240K | Buy |
+771
| New | +$240K | 0.11% | 101 |
|
|
2023
Q3 | – | Sell |
-771
| Closed | -$205K | – | 112 |
|
|
2023
Q2 | $205K | Buy |
+771
| New | +$205K | 0.1% | 111 |
|
|
2022
Q1 | – | Sell |
-771
| Closed | -$272K | – | 140 |
|
|
2021
Q4 | $272K | Hold |
771
| – | – | 0.1% | 117 |
|
|
2021
Q3 | $220K | Hold |
771
| – | – | 0.09% | 125 |
|
|
2021
Q2 | $210K | Buy |
+771
| New | +$210K | 0.09% | 124 |
|
|
2020
Q3 | – | Sell |
-861
| Closed | -$166K | – | 316 |
|
|
2020
Q2 | $166K | Buy |
+861
| New | +$166K | 0.1% | 125 |
|
|
2020
Q1 | – | Sell |
-861
| Closed | -$167K | – | 329 |
|
|
2019
Q4 | $167K | Hold |
861
| – | – | 0.11% | 125 |
|
|
2019
Q3 | $158K | Buy |
861
+510
| +145% | +$93.6K | 0.11% | 126 |
|
|
2019
Q2 | $54K | Sell |
351
-510
| -59% | -$78.5K | 0.04% | 186 |
|
|
2019
Q1 | $124K | Buy |
861
+690
| +404% | +$99.4K | 0.09% | 135 |
|
|
2018
Q4 | $22K | Sell |
171
-429
| -72% | -$55.2K | 0.02% | 235 |
|
|
2018
Q3 | $91K | Hold |
600
| – | – | 0.07% | 140 |
|
|
2018
Q2 | $82K | Hold |
600
| – | – | 0.07% | 140 |
|
|
2018
Q1 | $78K | Hold |
600
| – | – | 0.07% | 148 |
|
|
2017
Q4 | $82K | Buy |
+600
| New | +$82K | 0.08% | 140 |
|