Loring Wolcott & Coolidge Fiduciary Advisors’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
Q3 | $553K | Sell |
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|
2025
Q2 | $2.43M | Sell |
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|
2025
Q1 | $2.37M | Sell |
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|
2024
Q4 | $5.27M | Sell |
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|
2024
Q3 | $5.27M | Buy |
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|
2024
Q2 | $778K | Buy |
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|
2024
Q1 | $724K | Hold |
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|
2023
Q4 | $713K | Buy |
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|
2023
Q3 | $569K | Hold |
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|
2023
Q2 | $616K | Sell |
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|
2023
Q1 | $625K | Sell |
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|
2022
Q4 | $855K | Hold |
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|
2022
Q3 | $738K | Hold |
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|
2022
Q2 | $807K | Buy |
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|
2022
Q1 | $874K | Buy |
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|
2021
Q4 | $1.07M | Hold |
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|
2021
Q3 | $848K | Sell |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $590K | Buy |
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|
2020
Q4 | $549K | Buy |
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|
2020
Q3 | $481K | Buy |
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|
2020
Q2 | $354K | Buy |
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|
2020
Q1 | $175K | Hold |
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|
2019
Q4 | $222K | Sell |
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|
2019
Q3 | $253K | Buy |
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|
2019
Q2 | $160K | Hold |
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|
2019
Q1 | $151K | Sell |
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|
2018
Q4 | $173K | Sell |
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|
2018
Q3 | $241K | Hold |
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|
2018
Q2 | $216K | Buy |
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|
2018
Q1 | $173K | Sell |
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|
2017
Q4 | $192K | Hold |
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|
2017
Q3 | $168K | Buy |
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|
2017
Q2 | $145K | Buy |
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|
2017
Q1 | $124K | Hold |
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|
2016
Q4 | $107K | Hold |
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|
2016
Q3 | $111K | Hold |
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|
2016
Q2 | $117K | Hold |
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|
2016
Q1 | $114K | Hold |
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|
2015
Q4 | $104K | Buy |
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