TriaGen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
3,084
+1
| +0% | +$343 | 0.32% | 73 |
|
|
2025
Q1 | $1.08M | Hold |
3,083
| – | – | 0.38% | 67 |
|
|
2024
Q4 | $1.05M | Hold |
3,083
| – | – | 0.35% | 67 |
|
|
2024
Q3 | $1.18M | Buy |
3,083
+23
| +0.8% | +$8.78K | 0.39% | 66 |
|
|
2024
Q2 | $913K | Buy |
3,060
+141
| +5% | +$42.1K | 0.35% | 72 |
|
|
2024
Q1 | $1.01M | Hold |
2,919
| – | – | 0.42% | 61 |
|
|
2023
Q4 | $910K | Hold |
2,919
| – | – | 0.43% | 59 |
|
|
2023
Q3 | $744K | Hold |
2,919
| – | – | 0.38% | 65 |
|
|
2023
Q2 | $775K | Hold |
2,919
| – | – | 0.35% | 72 |
|
|
2023
Q1 | $656K | Hold |
2,919
| – | – | 0.33% | 74 |
|
|
2022
Q4 | $693K | Sell |
2,919
-9
| -0.3% | -$2.14K | 0.38% | 71 |
|
|
2022
Q3 | $600K | Hold |
2,928
| – | – | 0.33% | 76 |
|
|
2022
Q2 | $656K | Buy |
2,928
+9
| +0.3% | +$2.02K | 0.47% | 63 |
|
|
2022
Q1 | $729K | Sell |
2,919
-4,893
| -63% | -$1.22M | 0.38% | 79 |
|
|
2021
Q4 | $2.75M | Hold |
7,812
| – | – | 1.36% | 12 |
|
|
2021
Q3 | $2.19M | Sell |
7,812
-4,893
| -39% | -$1.37M | 1.19% | 14 |
|
|
2021
Q2 | $3.7M | Buy |
12,705
+9,786
| +335% | +$2.85M | 1.9% | 6 |
|
|
2021
Q1 | $718K | Hold |
2,919
| – | – | 0.41% | 76 |
|
|
2020
Q4 | $715K | Buy |
+2,919
| New | +$715K | 0.42% | 79 |
|