Wealthquest’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 | $343K | Sell |
1,000
-5
| -0.5% | -$1.72K | 0.03% | 97 |
|
|
2025
Q1 | $351K | Buy |
1,005
+5
| +0.5% | +$1.75K | 0.03% | 92 |
|
|
2024
Q4 | $340K | Hold |
1,000
| – | – | 0.03% | 94 |
|
|
2024
Q3 | $381K | Buy |
1,000
+5
| +0.5% | +$1.9K | 0.03% | 84 |
|
|
2024
Q2 | $297K | Hold |
995
| – | – | 0.03% | 98 |
|
|
2024
Q1 | $346K | Sell |
995
-5
| -0.5% | -$1.74K | 0.04% | 91 |
|
|
2023
Q4 | $312K | Hold |
1,000
| – | – | 0.03% | 103 |
|
|
2023
Q3 | $255K | Buy |
1,000
+10
| +1% | +$2.55K | 0.03% | 113 |
|
|
2023
Q2 | $263K | Hold |
990
| – | – | 0.03% | 106 |
|
|
2023
Q1 | $223K | Hold |
990
| – | – | 0.03% | 113 |
|
|
2022
Q4 | $235K | Hold |
990
| – | – | 0.03% | 116 |
|
|
2022
Q3 | $202K | Sell |
990
-200
| -17% | -$40.8K | 0.03% | 119 |
|
|
2022
Q2 | $266K | Hold |
1,190
| – | – | 0.04% | 101 |
|
|
2022
Q1 | $419K | Hold |
1,190
| – | – | 0.06% | 87 |
|
|
2021
Q4 | $419K | Buy |
1,190
+200
| +20% | +$70.4K | 0.06% | 87 |
|
|
2021
Q3 | $276K | Hold |
990
| – | – | 0.05% | 109 |
|
|
2021
Q2 | $269K | Hold |
990
| – | – | 0.05% | 120 |
|
|
2021
Q1 | $243K | Hold |
990
| – | – | 0.05% | 123 |
|
|
2020
Q4 | $242K | Hold |
990
| – | – | 0.05% | 113 |
|
|
2020
Q3 | $229K | Buy |
+990
| New | +$229K | 0.06% | 100 |
|