Wellspring Financial Advisors’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
$220K Buy
+642
New +$220K 0.02% 153
2024
Q4
Sell
-719
Closed -$275K 172
2024
Q3
$275K Buy
+719
New +$275K 0.03% 119
2024
Q1
Sell
-679
Closed -$212K 149
2023
Q4
$212K Buy
+679
New +$212K 0.05% 120