Unique Wealth’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 | $294K | Buy |
856
+49
| +6% | +$16.8K | 0.05% | 145 |
|
|
2025
Q1 | $282K | Sell |
807
-75
| -9% | -$26.2K | 0.05% | 133 |
|
|
2024
Q4 | $300K | Buy |
882
+256
| +41% | +$87K | 0.06% | 117 |
|
|
2024
Q3 | $239K | Buy |
+626
| New | +$239K | 0.05% | 105 |
|
|
2024
Q2 | – | Sell |
-616
| Closed | -$214K | – | 94 |
|
|
2024
Q1 | $214K | Buy |
+616
| New | +$214K | 0.06% | 84 |
|