World Investment 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 | $829K | Buy |
2,413
+81
| +3% | +$27.8K | 0.02% | 565 |
|
|
2025
Q1 | $814K | Buy |
2,332
+676
| +41% | +$236K | 0.02% | 558 |
|
|
2024
Q4 | $563K | Buy |
1,656
+691
| +72% | +$235K | 0.02% | 636 |
|
|
2024
Q3 | $368K | Sell |
965
-799
| -45% | -$305K | 0.01% | 668 |
|
|
2024
Q2 | $526K | Buy |
1,764
+1,179
| +202% | +$352K | 0.03% | 392 |
|
|
2024
Q1 | $203K | Sell |
585
-1,630
| -74% | -$566K | 0.03% | 380 |
|
|
2023
Q4 | $691K | Buy |
2,215
+141
| +7% | +$44K | 0.09% | 185 |
|
|
2023
Q3 | $529K | Buy |
2,074
+2
| +0.1% | +$510 | 0.1% | 139 |
|
|
2023
Q2 | $550K | Buy |
2,072
+100
| +5% | +$26.6K | 0.11% | 128 |
|
|
2023
Q1 | $443K | Sell |
1,972
-13
| -0.7% | -$2.92K | 0.09% | 142 |
|
|
2022
Q4 | $471K | Sell |
1,985
-359
| -15% | -$85.2K | 0.11% | 132 |
|
|
2022
Q3 | $480K | Sell |
2,344
-110
| -4% | -$22.5K | 0.11% | 135 |
|
|
2022
Q2 | $587K | Buy |
2,454
+276
| +13% | +$66K | 0.12% | 132 |
|
|
2022
Q1 | $544K | Sell |
2,178
-61
| -3% | -$15.2K | 0.11% | 137 |
|
|
2021
Q4 | $627K | Buy |
2,239
+877
| +64% | +$246K | 0.13% | 121 |
|
|
2021
Q3 | $381K | Hold |
1,362
| – | – | 0.09% | 162 |
|
|
2021
Q2 | $371K | Buy |
+1,362
| New | +$371K | 0.08% | 161 |
|