WPA
Winning Points Advisors’s Sherwin-Williams SHW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $1.5M | Hold |
4,800
| – | – | 2.31% | 7 |
|
2023
Q4 | $1.5M | Buy |
+4,800
| New | +$1.5M | 2.31% | 7 |
|
2023
Q3 | – | Sell |
-4,800
| Closed | -$1.5M | – | 38 |
|
2023
Q2 | $1.5M | Hold |
4,800
| – | – | 2.31% | 7 |
|
2023
Q1 | $1.08M | Hold |
4,800
| – | – | 1.19% | 19 |
|
2022
Q4 | $1.14M | Hold |
4,800
| – | – | 1.45% | 19 |
|
2022
Q3 | $1.02M | Hold |
4,800
| – | – | 1.25% | 19 |
|
2022
Q2 | $1.07M | Hold |
4,800
| – | – | 1.18% | 20 |
|
2022
Q1 | $1.2M | Buy |
4,800
+3,200
| +200% | +$799K | 0.93% | 24 |
|
2021
Q4 | $733K | Sell |
1,600
-3,200
| -67% | -$1.47M | 0.53% | 37 |
|
2021
Q3 | $1.34M | Buy |
+4,800
| New | +$1.34M | 0.98% | 27 |
|
2021
Q2 | – | Sell |
-1,600
| Closed | -$1.18M | – | 64 |
|
2021
Q1 | $1.18M | Hold |
1,600
| – | – | 0.88% | 30 |
|
2020
Q4 | $1.18M | Hold |
1,600
| – | – | 0.95% | 26 |
|
2020
Q3 | $1.11M | Hold |
1,600
| – | – | 0.95% | 27 |
|
2020
Q2 | $925K | Hold |
1,600
| – | – | 0.88% | 26 |
|
2020
Q1 | $735K | Hold |
1,600
| – | – | 0.72% | 30 |
|
2019
Q4 | $934K | Hold |
1,600
| – | – | 0.6% | 35 |
|
2019
Q3 | $871K | Hold |
1,600
| – | – | 0.63% | 33 |
|
2019
Q2 | $733K | Hold |
1,600
| – | – | 0.53% | 37 |
|
2019
Q1 | $689K | Hold |
1,600
| – | – | 0.53% | 39 |
|
2018
Q4 | $628K | Hold |
1,600
| – | – | 0.54% | 39 |
|
2018
Q3 | $728K | Hold |
1,600
| – | – | 0.54% | 40 |
|
2018
Q2 | $652K | Hold |
1,600
| – | – | 0.52% | 40 |
|
2018
Q1 | $625K | Hold |
1,600
| – | – | 0.51% | 40 |
|
2017
Q4 | $656K | Buy |
+1,600
| New | +$656K | 0.53% | 37 |
|
2017
Q2 | – | Sell |
-2,432
| Closed | -$754K | – | 68 |
|
2017
Q1 | $754K | Hold |
2,432
| – | – | 0.74% | 35 |
|
2016
Q4 | $654K | Buy |
+2,432
| New | +$654K | 0.71% | 37 |
|