Heritage Trust’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 | $3.58M | Sell |
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|
2025
Q1 | $3.74M | Sell |
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|
2024
Q4 | $3.75M | Buy |
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|
2024
Q2 | $3.33M | Sell |
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|
2024
Q1 | $3.94M | Sell |
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|
2023
Q4 | $3.54M | Buy |
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|
2023
Q3 | $2.88M | Sell |
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|
2023
Q2 | $3.01M | Sell |
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|
2023
Q1 | $2.55M | Hold |
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|
2022
Q4 | $2.7M | Buy |
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|
2022
Q3 | $2.27M | Buy |
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|
2022
Q2 | $2.18M | Sell |
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|
2022
Q1 | $2.45M | Buy |
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|
2021
Q4 | $3.45M | Sell |
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|
2021
Q3 | $3.68M | Buy |
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|
2021
Q2 | $3.54M | Sell |
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|
2021
Q1 | $4.87M | Hold |
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|
2020
Q4 | $4.85M | Buy |
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|
2020
Q3 | $4.56M | Sell |
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|
2020
Q2 | $3.8M | Buy |
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|
2020
Q1 | $1.53M | Buy |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $1.34M | Buy |
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|
2019
Q2 | $678K | Buy |
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|
2019
Q1 | $491K | Buy |
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|
2018
Q4 | $407K | Hold |
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|
2018
Q3 | $407K | Hold |
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|
2018
Q2 | $408K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $292K | Buy |
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