Congress Wealth Management’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 Q2	$3.03M	Buy	8,837 +104	+1%	+$36K	0.03%	490
2025 Q1	$3.04M	Sell	8,733 -44,116	-83%	-$15.5M	0.04%	409
2024 Q4	$18M	Buy	52,849 +363	+0.7%	+$135K	0.25%	117
2024 Q3	$20M	Buy	52,486 +592	+1%	+$207K	0.27%	96
2024 Q2	$15.5M	Buy	51,894 +2,351	+5%	+$727K	0.25%	117
2024 Q1	$17.2M	Buy	49,543 +931	+2%	+$297K	0.3%	91
2023 Q4	$15.2M	Buy	48,612 +91	+0.2%	+$24.5K	0.28%	99
2023 Q3	$12.4M	Buy	48,521 +1,830	+4%	+$490K	0.26%	111
2023 Q2	$12.4M	Buy	46,691 +808	+2%	+$190K	0.29%	105
2023 Q1	$10.3M	Buy	45,883 +211	+0.5%	+$48.3K	0.25%	128
2022 Q4	$10.8M	Sell	45,672 -72	-0.2%	-$16.6K	0.28%	110
2022 Q3	$9.37M	Buy	45,744 +2,354	+5%	+$558K	0.25%	119
2022 Q2	$9.71M	Buy	43,390 +310	+0.7%	+$79.5K	0.25%	120
2022 Q1	$10.8M	Buy	43,080 +1,627	+4%	+$449K	0.24%	116
2021 Q4	$14.6M	Buy	+41,453	New	+$13.4M	0.29%	92