Fidato Wealth LLC SHW Holdings History

Number of Shares
5,582.00
Current Holdings Value*
$1.95 Mil
% of Portfolio
1.49%
Total Estimate Gain
$345,672.20
% of Total Estimate Gain
10.78%

Fidato Wealth LLC's Sherwin-Williams Co Holding Summary

As of 2025-03-31, Fidato Wealth LLC held 5,582.00 shares of Sherwin-Williams Co(SHW), totaling $1.95 Mil. This investment constitutes 1.49% of their stock portfolio, and Fidato Wealth LLC now holds 0% of the outstanding Sherwin-Williams Co(SHW) stock.

The initial trade took place in 2022Q1. And since then Fidato Wealth LLC has made 8 purchases of SHW, at an average price of $317.58, for a total of 10,097.00 shares. In addition, there have been 2 sales at an average price of $366.33 for 4,515.00 shares. Based on historical transaction data and SHW's current price of $340.07, Fidato Wealth LLC's estimated gain on his SHW holdings is $345,672.20, reflecting a 10.78% gain to date.

Fidato Wealth LLC SHW ($340.07) Holding Chart

Fidato Wealth LLC SHW ($340.07) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1