Concurrent Investment Advisors’s Sherwin-Williams SHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.75M Sell
2025
Q2
$5.06M Buy
2025
Q1
$4.81M Buy
2024
Q4
$4.48M Buy
2024
Q3
$4.84M Buy
2024
Q2
$3.36M Buy
2024
Q1
$3.57M Buy
2023
Q4
$2.54M Buy