Waterford 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 | $300K | Buy |
149,374
+148,501
| +17,010% | +$298K | 0.11% | 42 |
|
|
2025
Q1 | $305K | Hold |
873
| – | – | 0.13% | 40 |
|
|
2024
Q4 | $297K | Hold |
873
| – | – | 0.15% | 38 |
|
|
2024
Q3 | $333K | Hold |
873
| – | – | 0.17% | 40 |
|
|
2024
Q2 | $261K | Sell |
873
-120
| -12% | -$35.8K | 0.11% | 46 |
|
|
2024
Q1 | $345K | Hold |
993
| – | – | 0.15% | 41 |
|
|
2023
Q4 | $310K | Buy |
993
+93
| +10% | +$29K | 0.15% | 41 |
|
|
2023
Q3 | $230K | Hold |
900
| – | – | 0.13% | 43 |
|
|
2023
Q2 | $239K | Hold |
900
| – | – | 0.12% | 49 |
|
|
2023
Q1 | $202K | Hold |
900
| – | – | 0.11% | 50 |
|
|
2022
Q4 | $214K | Buy |
+900
| New | +$214K | 0.12% | 47 |
|