Waterloo Capital’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 | $775K | Buy |
2,256
+303
| +16% | +$104K | 0.06% | 211 |
|
|
2025
Q1 | $682K | Buy |
1,953
+628
| +47% | +$219K | 0.06% | 209 |
|
|
2024
Q4 | $450K | Sell |
1,325
-235
| -15% | -$79.9K | 0.05% | 243 |
|
|
2024
Q3 | $596K | Buy |
1,560
+870
| +126% | +$332K | 0.07% | 212 |
|
|
2024
Q2 | $206K | Sell |
690
-124
| -15% | -$37K | 0.02% | 334 |
|
|
2024
Q1 | $283K | Sell |
814
-340
| -29% | -$118K | 0.04% | 296 |
|
|
2023
Q4 | $360K | Buy |
+1,154
| New | +$360K | 0.06% | 259 |
|
|
2023
Q3 | – | Sell |
-1,434
| Closed | -$381K | – | 232 |
|
|
2023
Q2 | $381K | Buy |
+1,434
| New | +$381K | 0.11% | 117 |
|