Valeo 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 | $1.11M | Buy |
3,245
+364
| +13% | +$125K | 0.03% | 273 |
|
|
2025
Q1 | $1.01M | Sell |
2,881
-143
| -5% | -$49.9K | 0.03% | 260 |
|
|
2024
Q4 | $1.03M | Buy |
3,024
+156
| +5% | +$53K | 0.03% | 257 |
|
|
2024
Q3 | $1.09M | Buy |
2,868
+232
| +9% | +$88.6K | 0.03% | 239 |
|
|
2024
Q2 | $787K | Buy |
2,636
+193
| +8% | +$57.6K | 0.02% | 286 |
|
|
2024
Q1 | $742K | Buy |
2,443
+352
| +17% | +$107K | 0.03% | 287 |
|
|
2023
Q4 | $652K | Sell |
2,091
-76
| -4% | -$23.7K | 0.03% | 288 |
|
|
2023
Q3 | $553K | Buy |
2,167
+203
| +10% | +$51.8K | 0.03% | 310 |
|
|
2023
Q2 | $521K | Sell |
1,964
-526
| -21% | -$140K | 0.02% | 307 |
|
|
2023
Q1 | $560K | Buy |
2,490
+1,450
| +139% | +$326K | 0.03% | 310 |
|
|
2022
Q4 | $247K | Buy |
+1,040
| New | +$247K | 0.01% | 433 |
|
|
2022
Q2 | – | Sell |
-1,108
| Closed | -$277K | – | 579 |
|
|
2022
Q1 | $277K | Buy |
1,108
+366
| +49% | +$91.5K | 0.01% | 443 |
|
|
2021
Q4 | $261K | Buy |
742
+22
| +3% | +$7.74K | 0.01% | 424 |
|
|
2021
Q3 | $201K | Buy |
+720
| New | +$201K | 0.01% | 474 |
|
|
2021
Q2 | – | Sell |
-384
| Closed | -$94K | – | 1499 |
|
|
2021
Q1 | $94K | Buy |
384
+138
| +56% | +$33.8K | ﹤0.01% | 626 |
|
|
2020
Q4 | $60K | Sell |
246
-9
| -4% | -$2.2K | ﹤0.01% | 695 |
|
|
2020
Q3 | $59K | Sell |
255
-102
| -29% | -$23.6K | 0.01% | 591 |
|
|
2020
Q2 | $69K | Buy |
357
+111
| +45% | +$21.5K | 0.01% | 593 |
|
|
2020
Q1 | $40K | Hold |
246
| – | – | ﹤0.01% | 653 |
|
|
2019
Q4 | $48K | Buy |
246
+90
| +58% | +$17.6K | ﹤0.01% | 657 |
|
|
2019
Q3 | $29K | Sell |
156
-150
| -49% | -$27.9K | ﹤0.01% | 745 |
|
|
2019
Q2 | $47K | Sell |
306
-57
| -16% | -$8.76K | 0.01% | 625 |
|
|
2019
Q1 | $52K | Sell |
363
-537
| -60% | -$76.9K | 0.01% | 538 |
|
|
2018
Q4 | $118K | Sell |
900
-477
| -35% | -$62.5K | 0.02% | 349 |
|
|
2018
Q3 | $181K | Buy |
1,377
+402
| +41% | +$52.8K | 0.02% | 289 |
|
|
2018
Q2 | $142K | Buy |
975
+612
| +169% | +$89.1K | 0.02% | 343 |
|
|
2018
Q1 | $47K | Hold |
363
| – | – | 0.01% | 498 |
|
|
2017
Q4 | $50K | Buy |
363
+87
| +32% | +$12K | 0.01% | 469 |
|
|
2017
Q3 | $33K | Buy |
+276
| New | +$33K | 0.01% | 475 |
|