Wells Trecaso Financial Group’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 | $419K | Sell |
1,221
-9
| -0.7% | -$3.09K | 0.13% | 67 |
|
|
2025
Q1 | $430K | Hold |
1,230
| – | – | 0.14% | 65 |
|
|
2024
Q4 | $418K | Sell |
1,230
-32
| -3% | -$10.9K | 0.14% | 66 |
|
|
2024
Q3 | $482K | Sell |
1,262
-3
| -0.2% | -$1.15K | 0.16% | 61 |
|
|
2024
Q2 | $378K | Sell |
1,265
-3
| -0.2% | -$895 | 0.13% | 69 |
|
|
2024
Q1 | $440K | Sell |
1,268
-15
| -1% | -$5.21K | 0.16% | 64 |
|
|
2023
Q4 | $400K | Buy |
1,283
+46
| +4% | +$14.3K | 0.16% | 62 |
|
|
2023
Q3 | $315K | Sell |
1,237
-43
| -3% | -$11K | 0.14% | 68 |
|
|
2023
Q2 | $340K | Sell |
1,280
-92
| -7% | -$24.4K | 0.15% | 68 |
|
|
2023
Q1 | $308K | Hold |
1,372
| – | – | 0.14% | 67 |
|
|
2022
Q4 | $326K | Buy |
1,372
+10
| +0.7% | +$2.37K | 0.16% | 62 |
|
|
2022
Q3 | $279K | Sell |
1,362
-35
| -3% | -$7.17K | 0.15% | 65 |
|
|
2022
Q2 | $313K | Buy |
1,397
+25
| +2% | +$5.6K | 0.16% | 64 |
|
|
2022
Q1 | $342K | Sell |
1,372
-75
| -5% | -$18.7K | 0.15% | 67 |
|
|
2021
Q4 | $510K | Hold |
1,447
| – | – | 0.22% | 56 |
|
|
2021
Q3 | $405K | Hold |
1,447
| – | – | 0.19% | 59 |
|
|
2021
Q2 | $394K | Sell |
1,447
-50
| -3% | -$13.6K | 0.19% | 59 |
|
|
2021
Q1 | $368K | Sell |
1,497
-150
| -9% | -$36.9K | 0.19% | 59 |
|
|
2020
Q4 | $403K | Hold |
1,647
| – | – | 0.22% | 57 |
|
|
2020
Q3 | $383K | Buy |
1,647
+375
| +29% | +$87.2K | 0.24% | 54 |
|
|
2020
Q2 | $245K | Buy |
+1,272
| New | +$245K | 0.17% | 58 |
|