Hudson Valley Investment Advisors’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 | $6.01M | Sell |
17,493
-133
| -0.8% | -$45.7K | 0.66% | 48 |
|
2025
Q1 | $6.15M | Sell |
17,626
-1,801
| -9% | -$629K | 0.74% | 48 |
|
2024
Q4 | $6.6M | Sell |
19,427
-634
| -3% | -$216K | 0.75% | 45 |
|
2024
Q3 | $7.66M | Buy |
20,061
+333
| +2% | +$127K | 0.85% | 40 |
|
2024
Q2 | $5.91M | Sell |
19,728
-512
| -3% | -$153K | 0.77% | 45 |
|
2024
Q1 | $7.03M | Buy |
20,240
+2,237
| +12% | +$777K | 0.84% | 45 |
|
2023
Q4 | $5.39M | Sell |
18,003
-1,784
| -9% | -$534K | 0.74% | 47 |
|
2023
Q3 | $5.05M | Sell |
19,787
-1,256
| -6% | -$320K | 0.71% | 46 |
|
2023
Q2 | $5.59M | Buy |
21,043
+398
| +2% | +$106K | 0.76% | 41 |
|
2023
Q1 | $4.64M | Buy |
20,645
+5,881
| +40% | +$1.32M | 0.65% | 49 |
|
2022
Q4 | $3.5M | Sell |
14,764
-5,605
| -28% | -$1.33M | 0.53% | 55 |
|
2022
Q3 | $4.17M | Sell |
20,369
-152
| -0.7% | -$31.1K | 0.67% | 46 |
|
2022
Q2 | $4.6M | Sell |
20,521
-769
| -4% | -$172K | 0.72% | 40 |
|
2022
Q1 | $5.31M | Sell |
21,290
-903
| -4% | -$225K | 0.71% | 42 |
|
2021
Q4 | $7.82M | Sell |
22,193
-208
| -0.9% | -$73.2K | 1.22% | 24 |
|
2021
Q3 | $6.27M | Sell |
22,401
-584
| -3% | -$163K | 1.07% | 28 |
|
2021
Q2 | $6.26M | Sell |
22,985
-4,288
| -16% | -$1.17M | 1.09% | 28 |
|
2021
Q1 | $6.71M | Buy |
27,273
+3,642
| +15% | +$896K | 1.2% | 27 |
|
2020
Q4 | $5.79M | Buy |
23,631
+219
| +0.9% | +$53.6K | 1.1% | 30 |
|
2020
Q3 | $5.44M | Hold |
23,412
| – | – | 1.17% | 28 |
|
2020
Q2 | $4.51M | Sell |
23,412
-18
| -0.1% | -$3.47K | 1.05% | 35 |
|
2020
Q1 | $3.59M | Buy |
23,430
+1,116
| +5% | +$171K | 0.99% | 37 |
|
2019
Q4 | $4.34M | Buy |
22,314
+309
| +1% | +$60.1K | 0.93% | 39 |
|
2019
Q3 | $4.03M | Sell |
22,005
-159
| -0.7% | -$29.1K | 0.93% | 42 |
|
2019
Q2 | $3.39M | Buy |
22,164
+1,947
| +10% | +$297K | 0.78% | 46 |
|
2019
Q1 | $2.9M | Sell |
20,217
-3,435
| -15% | -$493K | 0.7% | 49 |
|
2018
Q4 | $3.1M | Buy |
23,652
+16,830
| +247% | +$2.21M | 0.72% | 46 |
|
2018
Q3 | $1.04M | Sell |
6,822
-42
| -0.6% | -$6.37K | 0.24% | 86 |
|
2018
Q2 | $933K | Buy |
6,864
+246
| +4% | +$33.4K | 0.23% | 89 |
|
2018
Q1 | $865K | Buy |
6,618
+51
| +0.8% | +$6.67K | 0.22% | 91 |
|
2017
Q4 | $898K | Buy |
6,567
+300
| +5% | +$41K | 0.22% | 92 |
|
2017
Q3 | $748K | Sell |
6,267
-279
| -4% | -$33.3K | 0.19% | 96 |
|
2017
Q2 | $766K | Sell |
6,546
-39
| -0.6% | -$4.56K | 0.21% | 95 |
|
2017
Q1 | $681K | Buy |
6,585
+405
| +7% | +$41.9K | 0.19% | 99 |
|
2016
Q4 | $554K | Buy |
6,180
+1,605
| +35% | +$144K | 0.16% | 104 |
|
2016
Q3 | $422K | Buy |
4,575
+1,239
| +37% | +$114K | 0.13% | 111 |
|
2016
Q2 | $327K | Buy |
3,336
+1,011
| +43% | +$99.1K | 0.1% | 118 |
|
2016
Q1 | $221K | Buy |
+2,325
| New | +$221K | 0.07% | 132 |
|