Concurrent 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 | $5.06M | Buy |
14,734
+952
| +7% | +$327K | 0.1% | 220 |
|
|
2025
Q1 | $4.81M | Buy |
13,782
+596
| +5% | +$208K | 0.12% | 186 |
|
|
2024
Q4 | $4.48M | Buy |
13,186
+504
| +4% | +$171K | 0.12% | 175 |
|
|
2024
Q3 | $4.84M | Buy |
12,682
+1,432
| +13% | +$547K | 0.14% | 151 |
|
|
2024
Q2 | $3.36M | Buy |
11,250
+972
| +9% | +$290K | 0.11% | 190 |
|
|
2024
Q1 | $3.57M | Buy |
10,278
+2,123
| +26% | +$737K | 0.14% | 157 |
|
|
2023
Q4 | $2.54M | Buy |
+8,155
| New | +$2.54M | 0.12% | 184 |
|