A detailed history of Summit Wealth Group, LLC transactions in Sherwin Williams CO stock. As of the latest transaction made, Summit Wealth Group, LLC holds 882 shares of SHW stock, worth $302,781. This represents 0.1% of its overall portfolio holdings.

Number of Shares
882
Previous 887 0.56%
Holding current value
$302,781
Previous $265,000 27.17%
% of portfolio
0.1%
Previous 0.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$294.65 - $384.0 $1,473 - $1,920
-5 Reduced 0.56%
882 $337,000
Q2 2024

Jul 31, 2024

BUY
$291.95 - $338.16 $258,959 - $299,947
887 New
887 $265,000
Q2 2023

Jul 26, 2023

SELL
$222.22 - $265.52 $44.8 Million - $53.5 Million
-201,393 Reduced 99.56%
900 $239,000
Q1 2023

May 10, 2023

BUY
$209.06 - $249.36 $42.3 Million - $50.4 Million
202,293 New
202,293 $1,000
Q4 2021

Feb 14, 2022

SELL
$285.04 - $352.16 $258,246 - $319,056
-906 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
$273.09 - $308.7 $247,419 - $279,682
906 New
906 $253,000
Q1 2021

May 11, 2021

SELL
$219.85 - $253.01 $67,274 - $77,421
-306 Closed
0 $0
Q3 2020

Nov 06, 2020

BUY
$192.01 - $239.2 $58,755 - $73,195
306 New
306 $213,000

Others Institutions Holding SHW

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

Track Summit Wealth Group, LLC Portfolio

Follow Summit Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group, LLC with notifications on news.