TRUE Private 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 | $433K | Sell |
1,260
-16
| -1% | -$5.49K | 0.05% | 162 |
|
|
2025
Q1 | $446K | Buy |
1,276
+16
| +1% | +$5.59K | 0.05% | 140 |
|
|
2024
Q4 | $428K | Buy |
+1,260
| New | +$428K | 0.05% | 146 |
|
|
2020
Q4 | – | Sell |
-42
| Closed | -$9K | – | 761 |
|
|
2020
Q3 | $9K | Hold |
42
| – | – | ﹤0.01% | 513 |
|
|
2020
Q2 | $8K | Hold |
42
| – | – | ﹤0.01% | 518 |
|
|
2020
Q1 | $6K | Hold |
42
| – | – | ﹤0.01% | 509 |
|
|
2019
Q4 | $8K | Buy |
+42
| New | +$8K | ﹤0.01% | 629 |
|
|
2019
Q3 | – | Sell |
-69
| Closed | -$10K | – | 622 |
|
|
2019
Q2 | $10K | Buy |
+69
| New | +$10K | ﹤0.01% | 549 |
|
|
2019
Q1 | – | Sell |
-3,009
| Closed | -$394K | – | 239 |
|
|
2018
Q4 | $394K | Sell |
3,009
-54
| -2% | -$7.07K | 0.07% | 155 |
|
|
2018
Q3 | $465K | Buy |
3,063
+60
| +2% | +$9.1K | 0.07% | 173 |
|
|
2018
Q2 | $407K | Buy |
3,003
+225
| +8% | +$30.5K | 0.06% | 183 |
|
|
2018
Q1 | $363K | Buy |
2,778
+243
| +10% | +$31.8K | 0.06% | 164 |
|
|
2017
Q4 | $346K | Buy |
+2,535
| New | +$346K | 0.06% | 170 |
|