Wills 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 | $5.04M | Buy |
14,665
+24
| +0.2% | +$8.24K | 2.19% | 17 |
|
|
2025
Q1 | $5.11M | Buy |
14,641
+1,030
| +8% | +$360K | 2.27% | 17 |
|
|
2024
Q4 | $4.63M | Buy |
13,611
+241
| +2% | +$81.9K | 2% | 17 |
|
|
2024
Q3 | $5.1M | Sell |
13,370
-14
| -0.1% | -$5.34K | 2.14% | 18 |
|
|
2024
Q2 | $3.99M | Buy |
13,384
+565
| +4% | +$169K | 1.84% | 19 |
|
|
2024
Q1 | $4.45M | Sell |
12,819
-3
| -0% | -$1.04K | 2.1% | 19 |
|
|
2023
Q4 | $4M | Sell |
12,822
-129
| -1% | -$40.2K | 2.02% | 20 |
|
|
2023
Q3 | $3.3M | Buy |
12,951
+29
| +0.2% | +$7.4K | 1.79% | 18 |
|
|
2023
Q2 | $3.43M | Buy |
12,922
+1,074
| +9% | +$285K | 1.74% | 21 |
|
|
2023
Q1 | $2.66M | Buy |
11,848
+536
| +5% | +$120K | 1.43% | 22 |
|
|
2022
Q4 | $2.68M | Sell |
11,312
-378
| -3% | -$89.7K | 1.5% | 24 |
|
|
2022
Q3 | $2.39M | Sell |
11,690
-468
| -4% | -$95.8K | 1.33% | 24 |
|
|
2022
Q2 | $2.72M | Sell |
12,158
-259
| -2% | -$58K | 1.34% | 28 |
|
|
2022
Q1 | $3.1M | Buy |
12,417
+34
| +0.3% | +$8.49K | 1.3% | 27 |
|
|
2021
Q4 | $4.36M | Buy |
12,383
+51
| +0.4% | +$18K | 1.72% | 24 |
|
|
2021
Q3 | $3.45M | Sell |
12,332
-622
| -5% | -$174K | 1.55% | 27 |
|
|
2021
Q2 | $3.53M | Sell |
12,954
-60
| -0.5% | -$16.3K | 1.53% | 26 |
|
|
2021
Q1 | $3.2M | Buy |
13,014
+84
| +0.6% | +$20.7K | 1.55% | 25 |
|
|
2020
Q4 | $3.17M | Sell |
12,930
-321
| -2% | -$78.6K | 1.58% | 25 |
|
|
2020
Q3 | $3.08M | Sell |
13,251
-12
| -0.1% | -$2.79K | 1.79% | 22 |
|
|
2020
Q2 | $2.56M | Sell |
13,263
-27
| -0.2% | -$5.2K | 1.59% | 22 |
|
|
2020
Q1 | $2.04M | Buy |
13,290
+1,356
| +11% | +$208K | 1.45% | 25 |
|
|
2019
Q4 | $2.32M | Buy |
11,934
+2,073
| +21% | +$403K | 1.33% | 27 |
|
|
2019
Q3 | $1.81M | Sell |
9,861
-60
| -0.6% | -$11K | 1.16% | 33 |
|
|
2019
Q2 | $1.52M | Sell |
9,921
-249
| -2% | -$38K | 0.99% | 34 |
|
|
2019
Q1 | $1.46M | Buy |
10,170
+3
| +0% | +$431 | 0.99% | 33 |
|
|
2018
Q4 | $1.33M | Buy |
10,167
+210
| +2% | +$27.5K | 1.02% | 32 |
|
|
2018
Q3 | $1.51M | Buy |
9,957
+3
| +0% | +$455 | 1% | 34 |
|
|
2018
Q2 | $1.35M | Buy |
9,954
+468
| +5% | +$63.6K | 0.98% | 34 |
|
|
2018
Q1 | $1.24M | Buy |
9,486
+1,455
| +18% | +$190K | 0.92% | 36 |
|
|
2017
Q4 | $1.1M | Sell |
8,031
-300
| -4% | -$41K | 0.76% | 39 |
|
|
2017
Q3 | $994K | Buy |
8,331
+3,420
| +70% | +$408K | 0.73% | 42 |
|
|
2017
Q2 | $575K | Buy |
4,911
+825
| +20% | +$96.6K | 0.43% | 50 |
|
|
2017
Q1 | $422K | Buy |
+4,086
| New | +$422K | 0.32% | 54 |
|