TriaGen Wealth Management’s Sherwin-Williams SHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.09M	Hold	3,412	–	–	0.3%	78
2025 Q4	$1.11M	Hold	3,412	–	–	0.29%	78
2025 Q3	$1.18M	Buy	3,412 +328	+11%	+$116K	0.31%	81
2025 Q2	$1.06M	Buy	3,084 +1	+0%	+$346	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%	+$8.03K	0.39%	66
2024 Q2	$913K	Buy	3,060 +141	+5%	+$43.6K	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%	-$2.08K	0.38%	71
2022 Q3	$600K	Hold	2,928	–	–	0.33%	76
2022 Q2	$656K	Buy	2,928 +9	+0.3%	+$2.31K	0.47%	63
2022 Q1	$729K	Sell	2,919 -4,893	-63%	-$1.35M	0.38%	79
2021 Q4	$2.75M	Hold	7,812	–	–	1.36%	12
2021 Q3	$2.19M	Sell	7,812 -4,893	-39%	-$1.43M	1.19%	14
2021 Q2	$3.7M	Buy	12,705 +9,786	+335%	+$2.68M	1.9%	6
2021 Q1	$718K	Hold	2,919	–	–	0.41%	76
2020 Q4	$715K	Buy	+2,919	New	+$692K	0.42%	79