Lodge Hill Capital’s Sherwin-Williams SHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-30,000
Closed -$4.58M 32
2019
Q2
$4.58M Buy
+30,000
New +$4.58M 1.09% 24
2019
Q1
Sell
-48,690
Closed -$6.39M 30
2018
Q4
$6.39M Buy
+48,690
New +$6.39M 1.77% 17
2018
Q3
Sell
-375,000
Closed -$50.9M 41
2018
Q2
$50.9M Buy
+375,000
New +$50.9M 3.92% 2