West Family Investments’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 | $273K | Buy |
796
+44
| +6% | +$15.1K | 0.07% | 272 |
|
2025
Q1 | $263K | Hold |
752
| – | – | 0.1% | 191 |
|
2024
Q4 | $256K | Sell |
752
-10
| -1% | -$3.4K | 0.09% | 220 |
|
2024
Q3 | $291K | Buy |
762
+10
| +1% | +$3.82K | 0.1% | 212 |
|
2024
Q2 | $224K | Hold |
752
| – | – | 0.07% | 217 |
|
2024
Q1 | $261K | Hold |
752
| – | – | 0.08% | 203 |
|
2023
Q4 | $235K | Buy |
+752
| New | +$235K | 0.08% | 196 |
|
2022
Q1 | – | Sell |
-1,041
| Closed | -$367K | – | 338 |
|
2021
Q4 | $367K | Hold |
1,041
| – | – | 0.1% | 167 |
|
2021
Q3 | $291K | Buy |
1,041
+39
| +4% | +$10.9K | 0.08% | 215 |
|
2021
Q2 | $273K | Buy |
+1,002
| New | +$273K | 0.07% | 246 |
|