United Capital Financial 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 | $2.29M | Buy |
6,663
+1,662
| +33% | +$571K | 0.02% | 415 |
|
|
2025
Q1 | $1.75M | Buy |
5,001
+357
| +8% | +$125K | 0.01% | 449 |
|
|
2024
Q4 | $1.58M | Buy |
4,644
+99
| +2% | +$33.7K | 0.01% | 464 |
|
|
2024
Q3 | $1.73M | Buy |
4,545
+169
| +4% | +$64.5K | 0.01% | 446 |
|
|
2024
Q2 | $1.31M | Sell |
4,376
-244
| -5% | -$72.8K | 0.01% | 471 |
|
|
2024
Q1 | $1.6M | Sell |
4,620
-30,465
| -87% | -$10.6M | 0.01% | 467 |
|
|
2023
Q4 | $10.9M | Buy |
+35,085
| New | +$10.9M | 0.09% | 178 |
|
|
2023
Q3 | – | Sell |
-3,846
| Closed | -$1.02M | – | 890 |
|
|
2023
Q2 | $1.02M | Sell |
3,846
-1,626
| -30% | -$432K | 0.01% | 543 |
|
|
2023
Q1 | $1.23M | Sell |
5,472
-33,040
| -86% | -$7.43M | 0.01% | 529 |
|
|
2022
Q4 | $9.14M | Buy |
38,512
+641
| +2% | +$152K | 0.05% | 254 |
|
|
2022
Q3 | $7.75M | Sell |
37,871
-864
| -2% | -$177K | 0.05% | 269 |
|
|
2022
Q2 | $8.67M | Buy |
38,735
+1,624
| +4% | +$364K | 0.05% | 273 |
|
|
2022
Q1 | $9.26M | Buy |
37,111
+866
| +2% | +$216K | 0.05% | 286 |
|
|
2021
Q4 | $12.8M | Buy |
36,245
+242
| +0.7% | +$85.2K | 0.06% | 256 |
|
|
2021
Q3 | $10.1M | Buy |
36,003
+158
| +0.4% | +$44.2K | 0.05% | 273 |
|
|
2021
Q2 | $9.77M | Buy |
35,845
+31
| +0.1% | +$8.45K | 0.05% | 274 |
|
|
2021
Q1 | $8.81M | Sell |
35,814
-39
| -0.1% | -$9.59K | 0.05% | 276 |
|
|
2020
Q4 | $8.78M | Buy |
35,853
+29,304
| +447% | +$7.18M | 0.05% | 269 |
|
|
2020
Q3 | $1.52M | Buy |
6,549
+1,455
| +29% | +$338K | 0.01% | 564 |
|
|
2020
Q2 | $981K | Sell |
5,094
-288
| -5% | -$55.5K | 0.01% | 668 |
|
|
2020
Q1 | $824K | Sell |
5,382
-108,630
| -95% | -$16.6M | 0.01% | 679 |
|
|
2019
Q4 | $22.2M | Buy |
114,012
+108,744
| +2,064% | +$21.2M | 0.14% | 171 |
|
|
2019
Q3 | $966K | Sell |
5,268
-2,178
| -29% | -$399K | 0.01% | 759 |
|
|
2019
Q2 | $1.14M | Sell |
7,446
-1,143
| -13% | -$175K | 0.01% | 765 |
|
|
2019
Q1 | $1.23M | Sell |
8,589
-864
| -9% | -$124K | 0.01% | 717 |
|
|
2018
Q4 | $1.24M | Buy |
9,453
+57
| +0.6% | +$7.48K | 0.01% | 657 |
|
|
2018
Q3 | $1.43M | Buy |
9,396
+1,023
| +12% | +$155K | 0.01% | 680 |
|
|
2018
Q2 | $1.14M | Buy |
8,373
+366
| +5% | +$49.7K | 0.01% | 734 |
|
|
2018
Q1 | $1.05M | Buy |
8,007
+1,494
| +23% | +$195K | 0.01% | 768 |
|
|
2017
Q4 | $890K | Buy |
6,513
+450
| +7% | +$61.5K | 0.01% | 819 |
|
|
2017
Q3 | $723K | Sell |
6,063
-765
| -11% | -$91.2K | 0.01% | 860 |
|
|
2017
Q2 | $799K | Sell |
6,828
-150
| -2% | -$17.6K | 0.01% | 822 |
|
|
2017
Q1 | $721K | Sell |
6,978
-4,458
| -39% | -$461K | 0.01% | 828 |
|
|
2016
Q4 | $1.03M | Sell |
11,436
-3,834
| -25% | -$344K | 0.01% | 749 |
|
|
2016
Q3 | $1.41M | Sell |
15,270
-3,468
| -19% | -$320K | 0.01% | 680 |
|
|
2016
Q2 | $1.84M | Sell |
18,738
-4,890
| -21% | -$479K | 0.02% | 573 |
|
|
2016
Q1 | $2.24M | Sell |
23,628
-11,163
| -32% | -$1.06M | 0.02% | 505 |
|
|
2015
Q4 | $3.01M | Sell |
34,791
-3,048
| -8% | -$264K | 0.03% | 457 |
|
|
2015
Q3 | $2.81M | Buy |
37,839
+34,038
| +896% | +$2.53M | 0.03% | 453 |
|
|
2015
Q2 | $349K | Buy |
3,801
+522
| +16% | +$47.9K | ﹤0.01% | 1031 |
|
|
2015
Q1 | $304K | Hold |
3,279
| – | – | ﹤0.01% | 1065 |
|
|
2014
Q4 | $288K | Buy |
3,279
+285
| +10% | +$25K | ﹤0.01% | 983 |
|
|
2014
Q3 | $219K | Buy |
+2,994
| New | +$219K | ﹤0.01% | 1021 |
|
|
2014
Q1 | – | Sell |
-4,287
| Closed | -$262K | – | 939 |
|
|
2013
Q4 | $262K | Sell |
4,287
-30
| -0.7% | -$1.83K | 0.01% | 553 |
|
|
2013
Q3 | $262K | Sell |
4,317
-2,265
| -34% | -$137K | 0.01% | 582 |
|
|
2013
Q2 | $387K | Buy |
+6,582
| New | +$387K | 0.01% | 554 |
|