Envestnet Portfolio Solutions’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
$3.97M Sell
11,577
-1,017
-8% -$349K 0.01% 411
2025
Q1
$4.4M Sell
12,594
-8,698
-41% -$3.04M 0.02% 392
2024
Q4
$7.24M Buy
21,292
+718
+3% +$244K 0.02% 317
2024
Q3
$7.85M Buy
20,574
+2,162
+12% +$825K 0.03% 295
2024
Q2
$5.49M Buy
18,412
+1,330
+8% +$397K 0.02% 347
2024
Q1
$5.93M Buy
17,082
+346
+2% +$120K 0.02% 337
2023
Q4
$5.22M Buy
16,736
+1
+0% +$312 0.02% 316
2023
Q3
$4.27M Buy
+16,735
New +$4.27M 0.02% 353