Choate Investment Advisors’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 | $489K | Sell |
1,425
-26
| -2% | -$8.93K | 0.01% | 274 |
|
|
2025
Q1 | $507K | Buy |
1,451
+339
| +30% | +$118K | 0.01% | 253 |
|
|
2024
Q4 | $378K | Buy |
1,112
+24
| +2% | +$8.16K | 0.01% | 299 |
|
|
2024
Q3 | $415K | Buy |
1,088
+145
| +15% | +$55.3K | 0.01% | 281 |
|
|
2024
Q2 | $281K | Buy |
943
+51
| +6% | +$15.2K | 0.01% | 312 |
|
|
2024
Q1 | $310K | Buy |
892
+64
| +8% | +$22.2K | 0.01% | 330 |
|
|
2023
Q4 | $258K | Sell |
828
-2,784
| -77% | -$868K | 0.01% | 325 |
|
|
2023
Q3 | $921K | Buy |
+3,612
| New | +$921K | 0.04% | 171 |
|
|
2022
Q2 | – | Sell |
-1,440
| Closed | -$360K | – | 372 |
|
|
2022
Q1 | $360K | Hold |
1,440
| – | – | 0.02% | 227 |
|
|
2021
Q4 | $508K | Buy |
+1,440
| New | +$508K | 0.03% | 182 |
|