BWP
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Burling Wealth Partners’s Sherwin-Williams SHW Stock Holding History

Burling Wealth Partners’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 		$1.73M Sell
5,028
-383
-7% -$132K 0.32% 70
2025
Q1 		$1.89M Sell
5,411
-600
-10% -$210K 0.4% 66
2024
Q4 		$2.04M Buy
+6,011
New +$2.04M 0.42% 65