Appleton Partners’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 | $11.8M | Sell |
34,439
-20
| -0.1% | -$6.87K | 0.84% | 38 |
|
|
2025
Q1 | $12M | Sell |
34,459
-37
| -0.1% | -$12.9K | 0.93% | 36 |
|
|
2024
Q4 | $11.7M | Buy |
34,496
+705
| +2% | +$240K | 0.87% | 38 |
|
|
2024
Q3 | $12.9M | Sell |
33,791
-253
| -0.7% | -$96.6K | 0.95% | 32 |
|
|
2024
Q2 | $10.2M | Buy |
34,044
+464
| +1% | +$138K | 0.78% | 40 |
|
|
2024
Q1 | $11.7M | Sell |
33,580
-2,127
| -6% | -$739K | 0.91% | 34 |
|
|
2023
Q4 | $11.1M | Sell |
35,707
-3,993
| -10% | -$1.25M | 0.9% | 31 |
|
|
2023
Q3 | $10.1M | Sell |
39,700
-930
| -2% | -$237K | 0.9% | 29 |
|
|
2023
Q2 | $10.8M | Buy |
40,630
+1,049
| +3% | +$279K | 0.91% | 28 |
|
|
2023
Q1 | $8.9M | Sell |
39,581
-319
| -0.8% | -$71.7K | 0.79% | 32 |
|
|
2022
Q4 | $9.47M | Buy |
39,900
+748
| +2% | +$178K | 0.9% | 30 |
|
|
2022
Q3 | $8.02M | Sell |
39,152
-1,282
| -3% | -$262K | 0.8% | 32 |
|
|
2022
Q2 | $9.05M | Sell |
40,434
-729
| -2% | -$163K | 0.86% | 29 |
|
|
2022
Q1 | $10.3M | Sell |
41,163
-5,848
| -12% | -$1.46M | 0.84% | 33 |
|
|
2021
Q4 | $16.6M | Sell |
47,011
-449
| -0.9% | -$158K | 1.25% | 16 |
|
|
2021
Q3 | $13.3M | Sell |
47,460
-1,327
| -3% | -$371K | 1.11% | 20 |
|
|
2021
Q2 | $13.3M | Sell |
48,787
-1,493
| -3% | -$407K | 1.13% | 23 |
|
|
2021
Q1 | $12.4M | Sell |
50,280
-471
| -0.9% | -$116K | 1.15% | 23 |
|
|
2020
Q4 | $12.4M | Buy |
50,751
+63
| +0.1% | +$15.4K | 1.22% | 23 |
|
|
2020
Q3 | $11.8M | Sell |
50,688
-600
| -1% | -$139K | 1.3% | 20 |
|
|
2020
Q2 | $9.88M | Sell |
51,288
-303
| -0.6% | -$58.4K | 1.18% | 24 |
|
|
2020
Q1 | $7.9M | Sell |
51,591
-1,344
| -3% | -$206K | 1.09% | 27 |
|
|
2019
Q4 | $10.3M | Sell |
52,935
-39
| -0.1% | -$7.59K | 1.13% | 25 |
|
|
2019
Q3 | $9.71M | Buy |
52,974
+408
| +0.8% | +$74.8K | 1.17% | 24 |
|
|
2019
Q2 | $8.03M | Buy |
52,566
+1,305
| +3% | +$199K | 0.99% | 28 |
|
|
2019
Q1 | $7.36M | Sell |
51,261
-240
| -0.5% | -$34.5K | 0.98% | 27 |
|
|
2018
Q4 | $6.76M | Buy |
51,501
+231
| +0.5% | +$30.3K | 1.01% | 25 |
|
|
2018
Q3 | $7.78M | Sell |
51,270
-510
| -1% | -$77.4K | 1.04% | 28 |
|
|
2018
Q2 | $7.04M | Sell |
51,780
-597
| -1% | -$81.1K | 1.01% | 27 |
|
|
2018
Q1 | $6.85M | Sell |
52,377
-24
| -0% | -$3.14K | 1.04% | 23 |
|
|
2017
Q4 | $7.16M | Sell |
52,401
-567
| -1% | -$77.5K | 1.11% | 19 |
|
|
2017
Q3 | $6.32M | Buy |
52,968
+3,585
| +7% | +$428K | 1.07% | 23 |
|
|
2017
Q2 | $5.78M | Sell |
49,383
-1,005
| -2% | -$118K | 0.97% | 28 |
|
|
2017
Q1 | $5.21M | Sell |
50,388
-6,327
| -11% | -$654K | 0.96% | 33 |
|
|
2016
Q4 | $5.08M | Sell |
56,715
-4,032
| -7% | -$361K | 1.03% | 33 |
|
|
2016
Q3 | $5.6M | Sell |
60,747
-4,644
| -7% | -$428K | 1.06% | 33 |
|
|
2016
Q2 | $6.4M | Buy |
65,391
+2,418
| +4% | +$237K | 1.31% | 27 |
|
|
2016
Q1 | $5.98M | Buy |
62,973
+7,443
| +13% | +$706K | 1.18% | 31 |
|
|
2015
Q4 | $4.81M | Buy |
55,530
+21,765
| +64% | +$1.88M | 0.95% | 37 |
|
|
2015
Q3 | $2.51M | Buy |
33,765
+25,554
| +311% | +$1.9M | 0.57% | 60 |
|
|
2015
Q2 | $753K | Hold |
8,211
| – | – | 0.17% | 104 |
|
|
2015
Q1 | $779K | Sell |
8,211
-270
| -3% | -$25.6K | 0.18% | 100 |
|
|
2014
Q4 | $744K | Sell |
8,481
-36
| -0.4% | -$3.16K | 0.17% | 99 |
|
|
2014
Q3 | $622K | Sell |
8,517
-1,383
| -14% | -$101K | 0.15% | 105 |
|
|
2014
Q2 | $683K | Sell |
9,900
-435
| -4% | -$30K | 0.16% | 101 |
|
|
2014
Q1 | $679K | Sell |
10,335
-720
| -7% | -$47.3K | 0.16% | 101 |
|
|
2013
Q4 | $676K | Buy |
11,055
+15
| +0.1% | +$917 | 0.16% | 95 |
|
|
2013
Q3 | $670K | Buy |
11,040
+6,615
| +149% | +$401K | 0.18% | 92 |
|
|
2013
Q2 | $260K | Buy |
+4,425
| New | +$260K | 0.08% | 130 |
|