Wealth Management Partners’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 | $455K | Sell |
1,315
-321
| -20% | -$111K | 0.16% | 94 |
|
|
2025
Q1 | $571K | Hold |
1,636
| – | – | 0.26% | 70 |
|
|
2024
Q4 | $556K | Sell |
1,636
-190
| -10% | -$64.6K | 0.24% | 74 |
|
|
2024
Q3 | $697K | Sell |
1,826
-144
| -7% | -$55K | 0.32% | 63 |
|
|
2024
Q2 | $588K | Sell |
1,970
-50
| -2% | -$14.9K | 0.29% | 61 |
|
|
2024
Q1 | $702K | Sell |
2,020
-155
| -7% | -$53.8K | 0.36% | 59 |
|
|
2023
Q4 | $678K | Hold |
2,175
| – | – | 0.38% | 55 |
|
|
2023
Q3 | $555K | Buy |
2,175
+277
| +15% | +$70.6K | 0.35% | 59 |
|
|
2023
Q2 | $504K | Sell |
1,898
-199
| -9% | -$52.8K | 0.32% | 60 |
|
|
2023
Q1 | $471K | Buy |
2,097
+97
| +5% | +$21.8K | 0.33% | 63 |
|
|
2022
Q4 | $513K | Hold |
2,000
| – | – | 0.43% | 52 |
|
|
2022
Q3 | $472K | Sell |
2,000
-1,000
| -33% | -$236K | 0.41% | 55 |
|
|
2022
Q2 | $645K | Buy |
3,000
+1,000
| +50% | +$215K | 0.56% | 42 |
|
|
2022
Q1 | $419K | Hold |
2,000
| – | – | 0.3% | 64 |
|
|
2021
Q4 | $592K | Buy |
2,000
+320
| +19% | +$94.7K | 0.41% | 55 |
|
|
2021
Q3 | $470K | Hold |
1,680
| – | – | 0.35% | 61 |
|
|
2021
Q2 | $458K | Sell |
1,680
-3,360
| -67% | -$916K | 0.32% | 69 |
|
|
2021
Q1 | $423K | Buy |
5,040
+3,360
| +200% | +$282K | 0.32% | 70 |
|
|
2020
Q4 | $405K | Buy |
+1,680
| New | +$405K | 0.32% | 71 |
|