WMG Financial Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $217K | Buy |
|
|||||
|
2025
Q2 | $215K | Hold |
|
|||||
|
2025
Q1 | $219K | Buy |
|
|||||
|
2024
Q4 | $212K | Hold |
|
|||||
|
2024
Q3 | $238K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $220K | Sell |
|
|||||
|
2023
Q4 | $262K | Sell |
|
|||||
|
2023
Q3 | $224K | Hold |
|
|||||
|
2023
Q2 | $233K | Sell |
|
|||||
|
2023
Q1 | $202K | Hold |
|
|||||
|
2022
Q4 | $213K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $209K | Sell |
|
|||||
|
2022
Q1 | $271K | Buy |
|
|||||
|
2021
Q4 | $361K | Buy |
|