Waypoint Capital Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $258K | Buy |
+677
| New | +$258K | 0.06% | 115 |
|
|
2024
Q2 | – | Sell |
-615
| Closed | -$214K | – | 125 |
|
|
2024
Q1 | $214K | Buy |
+615
| New | +$214K | 0.06% | 113 |
|
|
2022
Q2 | – | Sell |
-856
| Closed | -$214K | – | 131 |
|
|
2022
Q1 | $214K | Buy |
856
+201
| +31% | +$50.3K | 0.13% | 108 |
|
|
2021
Q4 | $231K | Buy |
+655
| New | +$231K | 0.16% | 85 |
|