Venturi Wealth 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 | $1.46M | Sell |
4,262
-206
| -5% | -$70.7K | 0.07% | 157 |
|
|
2025
Q1 | $1.56M | Buy |
4,468
+68
| +2% | +$23.7K | 0.08% | 143 |
|
|
2024
Q4 | $1.5M | Buy |
4,400
+159
| +4% | +$54K | 0.07% | 159 |
|
|
2024
Q3 | $1.62M | Buy |
4,241
+805
| +23% | +$307K | 0.08% | 134 |
|
|
2024
Q2 | $1.03M | Buy |
3,436
+1,801
| +110% | +$537K | 0.06% | 179 |
|
|
2024
Q1 | $568K | Buy |
1,635
+27
| +2% | +$9.38K | 0.04% | 249 |
|
|
2023
Q4 | $502K | Buy |
1,608
+455
| +39% | +$142K | 0.04% | 262 |
|
|
2023
Q3 | $294K | Buy |
+1,153
| New | +$294K | 0.02% | 296 |
|
|
2023
Q2 | – | Sell |
-581
| Closed | -$131K | – | 1228 |
|
|
2023
Q1 | $131K | Buy |
+581
| New | +$131K | 0.01% | 369 |
|