Wallace Advisory Group’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 | $1.66M | Sell |
4,745
-27
| -0.6% | -$9.43K | 1.2% | 16 |
|
|
2025
Q1 | $1.62M | Sell |
4,772
-227
| -5% | -$77.2K | 1.12% | 15 |
|
|
2024
Q4 | $1.91M | Buy |
4,999
+3,894
| +352% | +$1.49M | 1.32% | 12 |
|
|
2024
Q3 | $330K | Hold |
1,105
| – | – | 0.24% | 110 |
|
|
2024
Q2 | $330K | Sell |
1,105
-90
| -8% | -$26.9K | 0.24% | 111 |
|
|
2024
Q1 | $373K | Sell |
1,195
-56
| -4% | -$17.5K | 0.28% | 99 |
|
|
2023
Q4 | $319K | Sell |
1,251
-113
| -8% | -$28.8K | 0.25% | 102 |
|
|
2023
Q3 | $362K | Sell |
1,364
-55
| -4% | -$14.6K | 0.26% | 101 |
|
|
2023
Q2 | $319K | Hold |
1,419
| – | – | 0.24% | 108 |
|
|
2023
Q1 | $319K | Sell |
1,419
-30
| -2% | -$6.74K | 0.24% | 108 |
|
|
2022
Q4 | $344K | Buy |
+1,449
| New | +$344K | 0.27% | 103 |
|