Valley Wealth Managers’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 | $543K | Sell |
1,582
-46
| -3% | -$15.8K | 0.04% | 156 |
|
|
2025
Q1 | $568K | Buy |
1,628
+113
| +7% | +$39.5K | 0.04% | 149 |
|
|
2024
Q4 | $515K | Buy |
1,515
+104
| +7% | +$35.4K | 0.04% | 156 |
|
|
2024
Q3 | $539K | Buy |
1,411
+226
| +19% | +$86.3K | 0.04% | 153 |
|
|
2024
Q2 | $354K | Buy |
1,185
+17
| +1% | +$5.07K | 0.03% | 169 |
|
|
2024
Q1 | $406K | Buy |
1,168
+171
| +17% | +$59.4K | 0.03% | 156 |
|
|
2023
Q4 | $311K | Buy |
997
+28
| +3% | +$8.73K | 0.02% | 162 |
|
|
2023
Q3 | $247K | Buy |
969
+43
| +5% | +$11K | 0.02% | 176 |
|
|
2023
Q2 | $246K | Buy |
926
+9
| +1% | +$2.39K | 0.02% | 151 |
|
|
2023
Q1 | $206K | Buy |
917
+47
| +5% | +$10.6K | 0.02% | 166 |
|
|
2022
Q4 | $206K | Sell |
870
-1,203
| -58% | -$286K | 0.02% | 166 |
|
|
2022
Q3 | $424K | Buy |
2,073
+1,224
| +144% | +$250K | 0.04% | 127 |
|
|
2022
Q2 | $190K | Sell |
849
-323
| -28% | -$72.3K | 0.02% | 188 |
|
|
2022
Q1 | $293K | Buy |
1,172
+97
| +9% | +$24.3K | 0.02% | 162 |
|
|
2021
Q4 | $379K | Buy |
1,075
+110
| +11% | +$38.8K | 0.03% | 145 |
|
|
2021
Q3 | $270K | Buy |
965
+69
| +8% | +$19.3K | 0.02% | 163 |
|
|
2021
Q2 | $244K | Buy |
+896
| New | +$244K | 0.02% | 173 |
|