Wealthspire Advisors (New York)’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 | $3.79M | Buy |
11,030
+920
| +9% | +$316K | 0.02% | 186 |
|
|
2025
Q1 | $3.53M | Buy |
10,110
+5,229
| +107% | +$1.83M | 0.02% | 189 |
|
|
2024
Q4 | $1.66M | Sell |
4,881
-15
| -0.3% | -$5.1K | 0.02% | 271 |
|
|
2024
Q3 | $1.87M | Buy |
4,896
+3,102
| +173% | +$1.18M | 0.02% | 267 |
|
|
2024
Q2 | $535K | Sell |
1,794
-94
| -5% | -$28.1K | 0.01% | 418 |
|
|
2024
Q1 | $656K | Sell |
1,888
-130
| -6% | -$45.2K | 0.01% | 376 |
|
|
2023
Q4 | $630K | Buy |
2,018
+167
| +9% | +$52.1K | 0.01% | 381 |
|
|
2023
Q3 | $472K | Buy |
1,851
+333
| +22% | +$84.9K | 0.01% | 404 |
|
|
2023
Q2 | $403K | Buy |
1,518
+92
| +6% | +$24.4K | 0.01% | 406 |
|
|
2023
Q1 | $321K | Sell |
1,426
-427
| -23% | -$96K | 0.01% | 425 |
|
|
2022
Q4 | $440K | Buy |
1,853
+509
| +38% | +$121K | 0.01% | 387 |
|
|
2022
Q3 | $275K | Buy |
1,344
+11
| +0.8% | +$2.25K | 0.01% | 426 |
|
|
2022
Q2 | $298K | Buy |
1,333
+84
| +7% | +$18.8K | 0.01% | 402 |
|
|
2022
Q1 | $312K | Sell |
1,249
-907
| -42% | -$227K | 0.01% | 343 |
|
|
2021
Q4 | $759K | Sell |
2,156
-1,205
| -36% | -$424K | 0.02% | 261 |
|
|
2021
Q3 | $940K | Buy |
3,361
+1,626
| +94% | +$455K | 0.02% | 255 |
|
|
2021
Q2 | $473K | Sell |
1,735
-3,116
| -64% | -$849K | 0.01% | 233 |
|
|
2021
Q1 | $1.19M | Buy |
4,851
+684
| +16% | +$168K | 0.03% | 232 |
|
|
2020
Q4 | $1.02M | Buy |
4,167
+2,526
| +154% | +$619K | 0.03% | 203 |
|
|
2020
Q3 | $381K | Sell |
1,641
-9
| -0.5% | -$2.09K | 0.02% | 207 |
|
|
2020
Q2 | $318K | Sell |
1,650
-5,130
| -76% | -$989K | 0.02% | 200 |
|
|
2020
Q1 | $1.04M | Buy |
6,780
+5,457
| +412% | +$836K | 0.04% | 192 |
|
|
2019
Q4 | $257K | Buy |
+1,323
| New | +$257K | 0.02% | 168 |
|
|
2019
Q1 | – | Sell |
-120
| Closed | -$16K | – | 667 |
|
|
2018
Q4 | $16K | Buy |
+120
| New | +$16K | ﹤0.01% | 395 |
|