Beacon Investment Advisory Services’s Sherwin-Williams SHW Stock Holding History

Beacon Investment Advisory Services’s Portfolio SHW Stock Details SHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24.5M	Sell	71,363 -1,801	-2%	-$618K	1.08%	31
2025 Q1	$25.5M	Buy	73,164 +1,703	+2%	+$595K	1.19%	28
2024 Q4	$24.3M	Buy	71,461 +191	+0.3%	+$64.9K	1.05%	37
2024 Q3	$27.2M	Sell	71,270 -409	-0.6%	-$156K	1.13%	30
2024 Q2	$21.4M	Buy	71,679 +1,012	+1%	+$302K	0.92%	38
2024 Q1	$24.5M	Sell	70,667 -1,562	-2%	-$543K	1.06%	31
2023 Q4	$22.5M	Sell	72,229 -27	-0%	-$8.42K	1.02%	32
2023 Q3	$18.4M	Buy	72,256 +1,290	+2%	+$329K	0.91%	36
2023 Q2	$18.8M	Buy	70,966 +153	+0.2%	+$40.6K	0.87%	36
2023 Q1	$15.9M	Sell	70,813 -2,291	-3%	-$515K	0.77%	40
2022 Q4	$17.3M	Buy	73,104 +1,237	+2%	+$294K	0.89%	39
2022 Q3	$14.7M	Sell	71,867 -1,754	-2%	-$359K	0.81%	41
2022 Q2	$16.5M	Buy	73,621 +527	+0.7%	+$118K	0.86%	39
2022 Q1	$18.2M	Buy	73,094 +27	+0%	+$6.74K	0.78%	39
2021 Q4	$25.7M	Buy	73,067 +2,100	+3%	+$740K	1%	31
2021 Q3	$19.9M	Buy	70,967 +1,289	+2%	+$361K	0.82%	37
2021 Q2	$19M	Buy	69,678 +672	+1%	+$183K	0.77%	39
2021 Q1	$17M	Buy	69,006 +1,551	+2%	+$382K	0.74%	39
2020 Q4	$16.5M	Buy	67,455 +1,200	+2%	+$294K	0.76%	44
2020 Q3	$15.4M	Sell	66,255 -276	-0.4%	-$64.1K	0.8%	40
2020 Q2	$12.8M	Buy	66,531 +117	+0.2%	+$22.5K	0.73%	45
2020 Q1	$10.2M	Buy	66,414 +1,437	+2%	+$220K	0.72%	44
2019 Q4	$12.6M	Buy	64,977 +1,278	+2%	+$249K	0.67%	48
2019 Q3	$11.7M	Buy	63,699 +1,662	+3%	+$305K	1.17%	25
2019 Q2	$9.48M	Sell	62,037 -444	-0.7%	-$67.8K	1%	29
2019 Q1	$8.97M	Buy	62,481 +1,194	+2%	+$171K	0.95%	33
2018 Q4	$8.04M	Buy	61,287 +1,950	+3%	+$256K	0.89%	38
2018 Q3	$9M	Sell	59,337 -1,446	-2%	-$219K	0.87%	37
2018 Q2	$8.26M	Buy	60,783 +138	+0.2%	+$18.7K	0.84%	36
2018 Q1	$7.93M	Buy	60,645 +297	+0.5%	+$38.8K	0.82%	37
2017 Q4	$8.25M	Sell	60,348 -3,459	-5%	-$473K	0.87%	32
2017 Q3	$7.62M	Buy	+63,807	New	+$7.62M	0.65%	46