Transamerica Financial 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 | $13.5K | Sell |
40
-18
| -31% | -$6.08K | ﹤0.01% | 342 |
|
|
2025
Q1 | $21K | Sell |
58
-12,891
| -100% | -$4.67M | ﹤0.01% | 334 |
|
|
2024
Q4 | $4.4M | Sell |
12,949
-350
| -3% | -$119K | 0.44% | 57 |
|
|
2024
Q3 | $5.08M | Sell |
13,299
-281
| -2% | -$107K | 0.5% | 53 |
|
|
2024
Q2 | $4.05M | Hold |
13,580
| – | – | 0.43% | 66 |
|
|
2024
Q1 | $4.72M | Buy |
13,580
+12,342
| +997% | +$4.29M | 0.48% | 57 |
|
|
2023
Q4 | $387K | Buy |
1,238
+1,108
| +852% | +$346K | 0.05% | 192 |
|
|
2023
Q3 | $33K | Buy |
+130
| New | +$33K | ﹤0.01% | 286 |
|
|
2019
Q3 | – | Sell |
-18
| Closed | -$3K | – | 451 |
|
|
2019
Q2 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 365 |
|
|
2015
Q4 | – | Sell |
-12
| Closed | -$1K | – | 864 |
|
|
2015
Q3 | $1K | Buy |
12
+3
| +33% | +$250 | ﹤0.01% | 786 |
|
|
2015
Q2 | $1K | Sell |
9
-42
| -82% | -$4.67K | ﹤0.01% | 848 |
|
|
2015
Q1 | $5K | Buy |
51
+42
| +467% | +$4.12K | ﹤0.01% | 708 |
|
|
2014
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 686 |
|