WealthPLAN Partners’s Sherwin-Williams SHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-591	Closed	-$205K	–	321
2024 Q1	$205K	Buy	+591	New	+$188K	0.02%	291
2023 Q3	–	Sell	-408	Closed	-$108K	–	1018
2023 Q2	$108K	Sell	408 -266	-39%	-$62.6K	0.02%	388
2023 Q1	$152K	Buy	+674	New	+$154K	0.02%	353
2022 Q1	$289K	Sell	1,052 -114	-10%	-$31.5K	0.02%	323
2021 Q4	$334K	Buy	1,166 +358	+44%	+$116K	0.02%	304
2021 Q3	$276K	Buy	808 +16	+2%	+$4.68K	0.02%	324
2021 Q2	$240K	Sell	792 -1,524	-66%	-$418K	0.02%	318
2021 Q1	$219K	Buy	2,316 +1,167	+102%	+$278K	0.02%	305
2020 Q4	$272K	Hold	1,149	–	–	0.02%	282
2020 Q3	$275K	Buy	1,149 +3	+0.3%	+$655	0.03%	267
2020 Q2	$256K	Hold	1,146	–	–	0.03%	262
2020 Q1	$209K	Sell	1,146 -339	-23%	-$61.2K	0.03%	232
2019 Q4	$287K	Hold	1,485	–	–	0.03%	208
2019 Q3	$292K	Buy	1,485 +36	+2%	+$6.12K	0.04%	191
2019 Q2	$254K	Sell	1,449 -39	-3%	-$5.83K	0.04%	202
2019 Q1	$214K	Sell	1,488 -45	-3%	-$6.26K	0.03%	238
2018 Q4	$224K	Buy	+1,533	New	+$207K	0.04%	234
2018 Q3	–	Sell	-1,959	Closed	-$266K	–	282
2018 Q2	$266K	Sell	1,959 -12,885	-87%	-$1.67M	0.05%	202
2018 Q1	$1.94M	Buy	14,844 +4,296	+41%	+$586K	0.43%	67
2017 Q4	$1.44M	Buy	10,548 +1,164	+12%	+$153K	0.39%	71
2017 Q3	$1.12M	Buy	9,384 +612	+7%	+$70.2K	0.31%	70
2017 Q2	$1.03M	Buy	8,772 +8,763	+97,367%	+$979K	0.29%	71
2017 Q1	$928	Buy	+9	New	+$906	﹤0.01%	434
2016 Q3	$2.71K	Sell	30 -30	-50%	-$2.91K	﹤0.01%	820
2016 Q2	$2.94K	Buy	+60	New	+$5.84K	﹤0.01%	2150