WMG 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 | $215K | Hold |
626
| – | – | 0.08% | 173 |
|
|
2025
Q1 | $219K | Buy |
626
+2
| +0.3% | +$698 | 0.09% | 156 |
|
|
2024
Q4 | $212K | Hold |
624
| – | – | 0.09% | 154 |
|
|
2024
Q3 | $238K | Buy |
+624
| New | +$238K | 0.11% | 145 |
|
|
2024
Q2 | – | Sell |
-632
| Closed | -$220K | – | 169 |
|
|
2024
Q1 | $220K | Sell |
632
-209
| -25% | -$72.6K | 0.13% | 130 |
|
|
2023
Q4 | $262K | Sell |
841
-38
| -4% | -$11.9K | 0.17% | 90 |
|
|
2023
Q3 | $224K | Hold |
879
| – | – | 0.19% | 86 |
|
|
2023
Q2 | $233K | Sell |
879
-20
| -2% | -$5.31K | 0.17% | 101 |
|
|
2023
Q1 | $202K | Hold |
899
| – | – | 0.17% | 106 |
|
|
2022
Q4 | $213K | Buy |
+899
| New | +$213K | 0.18% | 118 |
|
|
2022
Q3 | – | Sell |
-933
| Closed | -$209K | – | 152 |
|
|
2022
Q2 | $209K | Sell |
933
-149
| -14% | -$33.4K | 0.18% | 128 |
|
|
2022
Q1 | $271K | Buy |
1,082
+59
| +6% | +$14.8K | 0.2% | 127 |
|
|
2021
Q4 | $361K | Buy |
+1,023
| New | +$361K | 0.28% | 99 |
|