Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $664K | Sell |
2,071
-33
| -2% | -$11.4K | 0.08% | 131 |
|
|
2025
Q4 | $682K | Sell |
2,104
-920
| -30% | -$308K | 0.09% | 118 |
|
|
2025
Q3 | $1.05M | Sell |
3,024
-118
| -4% | -$41.6K | 0.15% | 96 |
|
|
2025
Q2 | $1.08M | Buy |
3,142
+21
| +0.7% | +$7.28K | 0.16% | 94 |
|
|
2025
Q1 | $1.09M | Sell |
3,121
-114
| -4% | -$40K | 0.18% | 85 |
|
|
2024
Q4 | $1.1M | Buy |
3,235
+2
| +0.1% | +$746 | 0.18% | 86 |
|
|
2024
Q3 | $1.23M | Buy |
3,233
+184
| +6% | +$64.2K | 0.21% | 77 |
|
|
2024
Q2 | $910K | Sell |
3,049
-13,143
| -81% | -$4.07M | 0.16% | 78 |
|
|
2024
Q1 | $5.62M | Sell |
16,192
-2,542
| -14% | -$810K | 1.04% | 24 |
|
|
2023
Q4 | $5.84M | Buy |
18,734
+90
| +0.5% | +$24.2K | 1.21% | 23 |
|
|
2023
Q3 | $4.76M | Sell |
18,644
-349
| -2% | -$93.4K | 1.09% | 24 |
|
|
2023
Q2 | $5.04M | Sell |
18,993
-299
| -2% | -$70.4K | 1.1% | 23 |
|
|
2023
Q1 | $4.34M | Sell |
19,292
-568
| -3% | -$130K | 1% | 29 |
|
|
2022
Q4 | $4.71M | Sell |
19,860
-298
| -1% | -$68.9K | 1.15% | 26 |
|
|
2022
Q3 | $4.13M | Buy |
20,158
+837
| +4% | +$198K | 1.11% | 26 |
|
|
2022
Q2 | $4.33M | Sell |
19,321
-1,642
| -8% | -$421K | 1.23% | 25 |
|
|
2022
Q1 | $5.23M | Buy |
20,963
+3,570
| +21% | +$986K | 1.45% | 18 |
|
|
2021
Q4 | $6.13M | Buy |
17,393
+247
| +1% | +$79.8K | 1.59% | 14 |
|
|
2021
Q3 | $4.8M | Buy |
17,146
+17
| +0.1% | +$4.97K | 1.32% | 22 |
|
|
2021
Q2 | $4.67M | Buy |
17,129
+65
| +0.4% | +$17.8K | 1.24% | 23 |
|
|
2021
Q1 | $4.2M | Buy |
17,064
+600
| +4% | +$143K | 1.32% | 24 |
|
|
2020
Q4 | $4.03M | Buy |
16,464
+1,605
| +11% | +$381K | 1.39% | 24 |
|
|
2020
Q3 | $3.45M | Buy |
14,859
+480
| +3% | +$105K | 1.51% | 19 |
|
|
2020
Q2 | $2.77M | Buy |
14,379
+1,098
| +8% | +$198K | 1.13% | 26 |
|
|
2020
Q1 | $2.03M | Buy |
+13,281
| New | +$2.4M | 1.02% | 34 |
|
Other funds holding SHW
VCM
VPM
