WBH Advisory’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 | $1.03M | Hold |
3,000
| – | – | 0.09% | 160 |
|
2025
Q1 | $1.05M | Hold |
3,000
| – | – | 0.1% | 143 |
|
2024
Q4 | $1.02M | Hold |
3,000
| – | – | 0.09% | 148 |
|
2024
Q3 | $1.15M | Hold |
3,000
| – | – | 0.11% | 139 |
|
2024
Q2 | $895K | Sell |
3,000
-4
| -0.1% | -$1.19K | 0.09% | 156 |
|
2024
Q1 | $1.04M | Buy |
3,004
+4
| +0.1% | +$1.39K | 0.11% | 144 |
|
2023
Q4 | $936K | Hold |
3,000
| – | – | 0.1% | 152 |
|
2023
Q3 | $765K | Sell |
3,000
-10
| -0.3% | -$2.55K | 0.09% | 162 |
|
2023
Q2 | $799K | Buy |
3,010
+10
| +0.3% | +$2.66K | 0.09% | 157 |
|
2023
Q1 | $674K | Buy |
+3,000
| New | +$674K | 0.08% | 183 |
|
2022
Q3 | $676K | Hold |
3,300
| – | – | 0.1% | 168 |
|
2022
Q2 | $798K | Hold |
3,300
| – | – | 0.11% | 157 |
|
2022
Q1 | $928K | Hold |
3,300
| – | – | 0.11% | 152 |
|
2021
Q4 | $1.16M | Hold |
3,300
| – | – | 0.13% | 137 |
|
2021
Q3 | $923K | Hold |
3,300
| – | – | 0.12% | 149 |
|
2021
Q2 | $942K | Hold |
3,300
| – | – | 0.14% | 129 |
|
2021
Q1 | $812K | Hold |
3,300
| – | – | 0.13% | 133 |
|
2020
Q4 | $810K | Hold |
3,300
| – | – | 0.14% | 128 |
|
2020
Q3 | $766K | Hold |
3,300
| – | – | 0.15% | 118 |
|
2020
Q2 | $635K | Hold |
3,300
| – | – | 0.15% | 125 |
|
2020
Q1 | $505 | Sell |
3,300
-3
| -0.1% | – | 0.12% | 135 |
|
2019
Q4 | $643K | Buy |
3,303
+3
| +0.1% | +$584 | 0.13% | 137 |
|
2019
Q3 | $604K | Sell |
3,300
-345
| -9% | -$63.1K | 0.14% | 135 |
|
2019
Q2 | $557K | Buy |
3,645
+6
| +0.2% | +$917 | 0.13% | 143 |
|
2019
Q1 | $522K | Buy |
3,639
+9
| +0.2% | +$1.29K | 0.12% | 146 |
|
2018
Q4 | $476 | Buy |
3,630
+6
| +0.2% | +$1 | 0.12% | 144 |
|
2018
Q3 | $549K | Buy |
3,624
+6
| +0.2% | +$909 | 0.13% | 141 |
|
2018
Q2 | $491K | Buy |
3,618
+6
| +0.2% | +$814 | 0.13% | 146 |
|
2018
Q1 | $472K | Buy |
3,612
+6
| +0.2% | +$784 | 0.13% | 141 |
|
2017
Q4 | $492K | Buy |
3,606
+6
| +0.2% | +$819 | 0.13% | 143 |
|
2017
Q3 | $429K | Sell |
3,600
-300
| -8% | -$35.8K | 0.12% | 146 |
|
2017
Q2 | $456K | Sell |
3,900
-1,500
| -28% | -$175K | 0.13% | 141 |
|
2017
Q1 | $558K | Buy |
5,400
+750
| +16% | +$77.5K | 0.17% | 129 |
|
2016
Q4 | $416K | Buy |
4,650
+1,350
| +41% | +$121K | 0.14% | 148 |
|
2016
Q3 | $304K | Hold |
3,300
| – | – | 0.1% | 170 |
|
2016
Q2 | $323K | Buy |
+3,300
| New | +$323K | 0.13% | 148 |
|