Zhang Financial’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 | $577K | Sell |
1,681
-15
| -0.9% | -$5.15K | 0.03% | 191 |
|
|
2025
Q1 | $592K | Buy |
1,696
+36
| +2% | +$12.6K | 0.03% | 195 |
|
|
2024
Q4 | $564K | Buy |
1,660
+14
| +0.9% | +$4.76K | 0.03% | 190 |
|
|
2024
Q3 | $628K | Buy |
1,646
+17
| +1% | +$6.49K | 0.04% | 180 |
|
|
2024
Q2 | $486K | Buy |
1,629
+1
| +0.1% | +$298 | 0.03% | 190 |
|
|
2024
Q1 | $565K | Sell |
1,628
-7
| -0.4% | -$2.43K | 0.04% | 179 |
|
|
2023
Q4 | $510K | Buy |
1,635
+50
| +3% | +$15.6K | 0.04% | 179 |
|
|
2023
Q3 | $404K | Hold |
1,585
| – | – | 0.04% | 181 |
|
|
2023
Q2 | $421K | Sell |
1,585
-15
| -0.9% | -$3.98K | 0.04% | 175 |
|
|
2023
Q1 | $360K | Hold |
1,600
| – | – | 0.04% | 177 |
|
|
2022
Q4 | $380K | Buy |
+1,600
| New | +$380K | 0.05% | 171 |
|