Institute For Wealth Management, Llc. Sherwin Williams CO Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Sherwin Williams CO stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,971 shares of SHW stock, worth $1.36 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

3,971

Previous 3,923 1.22%

Holding current value

$1.36 Million

Previous $1.17 Million 29.4%

% of portfolio

0.19%

Previous 0.16%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$294.65 - $384.0 $14,143 - $18,432	48 Added 1.22%	3,971 $1.51 Million
Q2 2024 Jul 25, 2024	BUY	$291.95 - $338.16 $51,091 - $59,178	175 Added 4.67%	3,923 $1.17 Million
Q1 2024 Apr 30, 2024	SELL	$295.77 - $347.33 $7,394 - $8,683	-25 Reduced 0.66%	3,748 $1.3 Million
Q4 2023 Jan 31, 2024	SELL	$234.98 - $313.27 $5,874 - $7,831	-25 Reduced 0.66%	3,773 $1.18 Million
Q3 2023 Oct 13, 2023	SELL	$250.62 - $280.9 $34,836 - $39,045	-139 Reduced 3.53%	3,798 $968,000
Q2 2023 Jul 25, 2023	SELL	$222.22 - $265.52 $16,444 - $19,648	-74 Reduced 1.84%	3,937 $1.05 Million
Q1 2023 Apr 20, 2023	SELL	$209.06 - $249.36 $24,041 - $28,676	-115 Reduced 2.79%	4,011 $901,000
Q4 2022 Feb 02, 2023	BUY	$201.22 - $258.79 $33,402 - $42,959	166 Added 4.19%	4,126 $979,000
Q3 2022 Oct 18, 2022	BUY	$204.75 - $259.01 $6,552 - $8,288	32 Added 0.81%	3,960 $811,000
Q2 2022 Jul 25, 2022	BUY	$218.95 - $282.53 $42,914 - $55,375	196 Added 5.25%	3,928 $879,000
Q1 2022 Apr 29, 2022	BUY	$233.59 - $339.12 $29,432 - $42,729	126 Added 3.49%	3,732 $931,000
Q4 2021 Jan 21, 2022	BUY	$285.04 - $352.16 $33,064 - $40,850	116 Added 3.32%	3,606 $1.27 Million
Q3 2021 Nov 15, 2021	BUY	$273.09 - $308.7 $81,653 - $92,301	299 Added 9.37%	3,490 $976,000
Q2 2021 Jul 21, 2021	BUY	$249.75 - $288.65 $532,966 - $615,979	2,134 Added 201.89%	3,191 $870,000
Q1 2021 May 04, 2021	BUY	$219.85 - $253.01 $21,105 - $24,288	96 Added 9.99%	1,057 $780,000
Q4 2020 Feb 01, 2021	BUY	$223.46 - $249.21 $3,351 - $3,738	15 Added 1.59%	961 $706,000
Q3 2020 Nov 03, 2020	SELL	$192.01 - $239.2 $1,728 - $2,152	-9 Reduced 0.94%	946 $659,000
Q2 2020 Jul 30, 2020	BUY	$140.01 - $199.04 $6,440 - $9,155	46 Added 5.06%	955 $552,000
Q1 2020 Apr 29, 2020	BUY	$132.23 - $198.85 $16,793 - $25,253	127 Added 16.24%	909 $418,000
Q4 2019 Feb 27, 2020	BUY	$180.34 - $197.82 $58,790 - $64,489	326 Added 71.49%	782 $456,000
Q4 2019 Jan 27, 2020	SELL	$180.34 - $197.82 $31,018 - $34,025	-172 Reduced 27.39%	456 $456,000
Q3 2019 Oct 28, 2019	BUY	$151.53 - $183.51 $2,272 - $2,752	15 Added 2.45%	628 $345,000
Q2 2019 Aug 02, 2019	SELL	$139.82 - $159.67 $1,258 - $1,437	-9 Reduced 1.45%	613 $281,000
Q1 2019 May 15, 2019	BUY	$126.8 - $146.77 $78,869 - $91,290	622 New	622 $268,000
Q1 2018 May 15, 2018	SELL	$128.42 - $144.28 $72,043 - $80,941	-561 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$119.81 - $138.11 $67,213 - $77,479	561	561 $231,000

Others Institutions Holding SHW

# of Institutions

1,789

Shares Held

188M

Call Options Held

801K

Put Options Held

807K

View Full List

About SHERWIN WILLIAMS CO

Ticker SHW
Exchange NYSE
Sector Basic Materials
Industry Specialty Chemicals
Shares Outstandng 259,143,008
Market Cap $89B
Description
The Sherwin-Williams Company develops, manufactures, distributes, and sells paints, coatings, and related products to professional, industrial, commercial, and retail customers. It operates through three segments: The Americas Group, Consumer Brands Group, and Performance Coatings Group. The Americas Group segment offers architectural paints and...

More about SHW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

Institute For Wealth Management, Llc. Sherwin Williams CO Transaction History