Wealthcare Advisory 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 | $301K | Sell |
875
-7
| -0.8% | -$2.4K | 0.01% | 791 |
|
|
2025
Q1 | $308K | Buy |
882
+137
| +18% | +$47.8K | 0.01% | 740 |
|
|
2024
Q4 | $253K | Sell |
745
-22
| -3% | -$7.48K | 0.01% | 768 |
|
|
2024
Q3 | $293K | Sell |
767
-150
| -16% | -$57.2K | 0.01% | 730 |
|
|
2024
Q2 | $274K | Buy |
917
+252
| +38% | +$75.2K | 0.01% | 703 |
|
|
2024
Q1 | $231K | Buy |
+665
| New | +$231K | 0.01% | 736 |
|
|
2021
Q2 | – | Sell |
-123
| Closed | -$30K | – | 1646 |
|
|
2021
Q1 | $30K | Buy |
+123
| New | +$30K | ﹤0.01% | 1062 |
|
|
2020
Q2 | – | Sell |
-105
| Closed | -$16K | – | 1173 |
|
|
2020
Q1 | $16K | Sell |
105
-45
| -30% | -$6.86K | ﹤0.01% | 799 |
|
|
2019
Q4 | $29K | Buy |
150
+60
| +67% | +$11.6K | ﹤0.01% | 667 |
|
|
2019
Q3 | $17K | Hold |
90
| – | – | ﹤0.01% | 795 |
|
|
2019
Q2 | $14K | Hold |
90
| – | – | ﹤0.01% | 825 |
|
|
2019
Q1 | $13K | Hold |
90
| – | – | ﹤0.01% | 760 |
|
|
2018
Q4 | $12K | Hold |
90
| – | – | ﹤0.01% | 753 |
|
|
2018
Q3 | $14K | Hold |
90
| – | – | ﹤0.01% | 764 |
|
|
2018
Q2 | $12K | Sell |
90
-75
| -45% | -$10K | ﹤0.01% | 789 |
|
|
2018
Q1 | $22K | Hold |
165
| – | – | 0.01% | 566 |
|
|
2017
Q4 | $23K | Buy |
165
+90
| +120% | +$12.5K | 0.01% | 508 |
|
|
2017
Q3 | $9K | Buy |
+75
| New | +$9K | ﹤0.01% | 569 |
|