Vantage Financial Partners (Wisconsin)’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-600
| Closed | -$204K | – | 202 |
|
|
2024
Q4 | $204K | Hold |
600
| – | – | 0.05% | 169 |
|
|
2024
Q3 | $229K | Buy |
+600
| New | +$229K | 0.06% | 165 |
|
|
2024
Q2 | – | Sell |
-600
| Closed | -$208K | – | 158 |
|
|
2024
Q1 | $208K | Sell |
600
-75
| -11% | -$26.1K | 0.06% | 134 |
|
|
2023
Q4 | $211K | Buy |
+675
| New | +$211K | 0.06% | 120 |
|