Values First 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 | $539K | Sell |
1,568
-17
| -1% | -$5.84K | 0.29% | 100 |
|
|
2025
Q1 | $552K | Sell |
1,585
-238
| -13% | -$82.8K | 0.32% | 82 |
|
|
2024
Q4 | $620K | Buy |
1,823
+727
| +66% | +$247K | 0.34% | 80 |
|
|
2024
Q3 | $418K | Sell |
1,096
-121
| -10% | -$46.2K | 0.23% | 102 |
|
|
2024
Q2 | $363K | Sell |
1,217
-72
| -6% | -$21.5K | 0.22% | 104 |
|
|
2024
Q1 | $448K | Buy |
1,289
+83
| +7% | +$28.8K | 0.26% | 104 |
|
|
2023
Q4 | $376K | Sell |
1,206
-6
| -0.5% | -$1.87K | 0.23% | 117 |
|
|
2023
Q3 | $309K | Sell |
1,212
-112
| -8% | -$28.6K | 0.2% | 122 |
|
|
2023
Q2 | $351K | Buy |
1,324
+93
| +8% | +$24.7K | 0.21% | 117 |
|
|
2023
Q1 | $277K | Sell |
1,231
-70
| -5% | -$15.7K | 0.18% | 123 |
|
|
2022
Q4 | $309K | Buy |
1,301
+113
| +10% | +$26.8K | 0.22% | 114 |
|
|
2022
Q3 | $243K | Sell |
1,188
-87
| -7% | -$17.8K | 0.17% | 123 |
|
|
2022
Q2 | $285K | Buy |
1,275
+188
| +17% | +$42K | 0.2% | 117 |
|
|
2022
Q1 | $271K | Buy |
1,087
+52
| +5% | +$13K | 0.17% | 131 |
|
|
2021
Q4 | $364K | Buy |
+1,035
| New | +$364K | 0.22% | 117 |
|