U.S. Capital 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 | $479K | Buy |
1,394
+39
| +3% | +$13.4K | 0.01% | 607 |
|
2025
Q1 | $473K | Sell |
1,355
-92
| -6% | -$32.1K | 0.01% | 602 |
|
2024
Q4 | $492K | Buy |
1,447
+369
| +34% | +$125K | 0.02% | 563 |
|
2024
Q3 | $411K | Sell |
1,078
-7,127
| -87% | -$2.72M | 0.01% | 521 |
|
2024
Q2 | $2.45M | Sell |
8,205
-188
| -2% | -$56.1K | 0.09% | 205 |
|
2024
Q1 | $2.92M | Sell |
8,393
-666
| -7% | -$231K | 0.11% | 178 |
|
2023
Q4 | $2.83M | Buy |
9,059
+1,816
| +25% | +$566K | 0.11% | 175 |
|
2023
Q3 | $1.85M | Buy |
7,243
+1,488
| +26% | +$380K | 0.08% | 212 |
|
2023
Q2 | $1.53M | Buy |
5,755
+4,364
| +314% | +$1.16M | 0.07% | 257 |
|
2023
Q1 | $313K | Buy |
1,391
+113
| +9% | +$25.4K | 0.01% | 527 |
|
2022
Q4 | $303K | Buy |
1,278
+88
| +7% | +$20.9K | 0.01% | 530 |
|
2022
Q3 | $244K | Buy |
1,190
+45
| +4% | +$9.23K | 0.01% | 554 |
|
2022
Q2 | $256K | Sell |
1,145
-314
| -22% | -$70.2K | 0.01% | 576 |
|
2022
Q1 | $364K | Buy |
1,459
+107
| +8% | +$26.7K | 0.01% | 567 |
|
2021
Q4 | $476K | Buy |
1,352
+39
| +3% | +$13.7K | 0.02% | 521 |
|
2021
Q3 | $367K | Buy |
+1,313
| New | +$367K | 0.02% | 569 |
|