WAOTB

Wealth Advisors of Tampa Bay’s Sherwin-Williams SHW Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.03M	Hold	3,000	–	–	0.39%	62
2025 Q1	$1.05M	Sell	3,000 -2	-0.1%	-$698	0.43%	60
2024 Q4	$1.02M	Hold	3,002	–	–	0.44%	58
2024 Q3	$1.15M	Buy	3,002 +2	+0.1%	+$763	0.48%	60
2024 Q2	$895K	Hold	3,000	–	–	0.42%	64
2024 Q1	$1.04M	Hold	3,000	–	–	0.5%	59
2023 Q4	$936K	Sell	3,000 -3,000	-50%	-$936K	0.47%	57
2023 Q3	$1.53M	Buy	6,000 +3,000	+100%	+$765K	0.42%	61
2023 Q2	$797K	Hold	3,000	–	–	0.44%	59
2023 Q1	$674K	Hold	3,000	–	–	0.39%	58
2022 Q4	$712K	Hold	3,000	–	–	0.44%	55
2022 Q3	$614K	Sell	3,000 -3,000	-50%	-$614K	0.42%	57
2022 Q2	$1.34M	Hold	6,000	–	–	0.41%	58
2022 Q1	$1.5M	Hold	6,000	–	–	0.41%	60
2021 Q4	$2.11M	Buy	6,000 +3,000	+100%	+$1.06M	0.52%	62
2021 Q3	$839K	Hold	3,000	–	–	0.46%	63
2021 Q2	$817K	Buy	3,000 +2,000	+200%	+$545K	0.45%	62
2021 Q1	$738K	Hold	1,000	–	–	0.44%	63
2020 Q4	$735K	Hold	1,000	–	–	0.51%	57
2020 Q3	$697K	Hold	1,000	–	–	0.52%	57
2020 Q2	$578K	Hold	1,000	–	–	0.48%	55
2020 Q1	$460K	Hold	1,000	–	–	0.52%	50
2019 Q4	$584K	Hold	1,000	–	–	0.54%	48
2019 Q3	$550K	Hold	1,000	–	–	0.46%	55
2019 Q2	$458K	Hold	1,000	–	–	0.33%	60
2019 Q1	$431K	Hold	1,000	–	–	0.31%	55
2018 Q4	$393K	Hold	1,000	–	–	0.32%	55
2018 Q3	$455K	Hold	1,000	–	–	0.32%	51
2018 Q2	$407K	Hold	1,000	–	–	0.31%	54
2018 Q1	$392K	Hold	1,000	–	–	0.28%	57
2017 Q4	$424K	Buy	+1,000	New	+$424K	0.29%	56