Van Hulzen Asset Management’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 | $1.13M | Buy |
3,305
+14
| +0.4% | +$4.81K | 0.09% | 141 |
|
|
2025
Q1 | $1.15M | Buy |
3,291
+3
| +0.1% | +$1.05K | 0.1% | 142 |
|
|
2024
Q4 | $1.12M | Buy |
+3,288
| New | +$1.12M | 0.08% | 154 |
|
|
2021
Q4 | – | Sell |
-1,275
| Closed | -$357K | – | 317 |
|
|
2021
Q3 | $357K | Hold |
1,275
| – | – | 0.05% | 195 |
|
|
2021
Q2 | $347K | Hold |
1,275
| – | – | 0.05% | 191 |
|
|
2021
Q1 | $314K | Hold |
1,275
| – | – | 0.05% | 192 |
|
|
2020
Q4 | $312K | Hold |
1,275
| – | – | 0.05% | 209 |
|
|
2020
Q3 | $296K | Hold |
1,275
| – | – | 0.04% | 193 |
|
|
2020
Q2 | $246K | Buy |
+1,275
| New | +$246K | 0.04% | 217 |
|
|
2020
Q1 | – | Sell |
-1,275
| Closed | -$248K | – | 295 |
|
|
2019
Q4 | $248K | Hold |
1,275
| – | – | 0.05% | 237 |
|
|
2019
Q3 | $234K | Sell |
1,275
-150
| -11% | -$27.5K | 0.05% | 234 |
|
|
2019
Q2 | $218K | Hold |
1,425
| – | – | 0.05% | 241 |
|
|
2019
Q1 | $205K | Buy |
+1,425
| New | +$205K | 0.06% | 221 |
|
|
2018
Q4 | – | Sell |
-1,425
| Closed | -$216K | – | 242 |
|
|
2018
Q3 | $216K | Buy |
+1,425
| New | +$216K | 0.06% | 207 |
|