LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
7,075
-65
| -0.9% | -$22.3K | 0.02% | 118 |
|
|
2025
Q1 | $2.37M | Sell |
7,140
-7,333
| -51% | -$2.43M | 0.02% | 118 |
|
|
2024
Q4 | $5.27M | Sell |
14,473
-99
| -0.7% | -$36.1K | 0.05% | 97 |
|
|
2024
Q3 | $5.27M | Buy |
14,572
+12,189
| +511% | +$4.41M | 0.05% | 95 |
|
|
2024
Q2 | $778K | Buy |
2,383
+42
| +2% | +$13.7K | 0.01% | 171 |
|
|
2024
Q1 | $724K | Hold |
2,341
| – | – | 0.01% | 174 |
|
|
2023
Q4 | $713K | Buy |
2,341
+20
| +0.9% | +$6.09K | 0.01% | 178 |
|
|
2023
Q3 | $569K | Hold |
2,321
| – | – | 0.01% | 184 |
|
|
2023
Q2 | $616K | Sell |
2,321
-459
| -17% | -$122K | 0.01% | 186 |
|
|
2023
Q1 | $625K | Sell |
2,780
-824
| -23% | -$185K | 0.01% | 179 |
|
|
2022
Q4 | $855K | Hold |
3,604
| – | – | 0.01% | 162 |
|
|
2022
Q3 | $738K | Hold |
3,604
| – | – | 0.01% | 163 |
|
|
2022
Q2 | $807K | Buy |
3,604
+102
| +3% | +$22.8K | 0.01% | 168 |
|
|
2022
Q1 | $874K | Buy |
3,502
+471
| +16% | +$118K | 0.01% | 170 |
|
|
2021
Q4 | $1.07M | Hold |
3,031
| – | – | 0.01% | 170 |
|
|
2021
Q3 | $848K | Sell |
3,031
-1,282
| -30% | -$359K | 0.01% | 178 |
|
|
2021
Q2 | $1.18M | Buy |
4,313
+3,514
| +440% | +$522K | 0.01% | 159 |
|
|
2021
Q1 | $590K | Buy |
799
+52
| +7% | +$38.4K | 0.01% | 200 |
|
|
2020
Q4 | $549K | Buy |
747
+56
| +8% | +$41.2K | 0.01% | 197 |
|
|
2020
Q3 | $481K | Buy |
691
+78
| +13% | +$54.3K | 0.01% | 190 |
|
|
2020
Q2 | $354K | Buy |
613
+233
| +61% | +$135K | ﹤0.01% | 203 |
|
|
2020
Q1 | $175K | Hold |
380
| – | – | ﹤0.01% | 244 |
|
|
2019
Q4 | $222K | Sell |
380
-80
| -17% | -$46.7K | ﹤0.01% | 264 |
|
|
2019
Q3 | $253K | Buy |
460
+110
| +31% | +$60.5K | ﹤0.01% | 244 |
|
|
2019
Q2 | $160K | Hold |
350
| – | – | ﹤0.01% | 282 |
|
|
2019
Q1 | $151K | Sell |
350
-90
| -20% | -$38.8K | ﹤0.01% | 281 |
|
|
2018
Q4 | $173K | Sell |
440
-90
| -17% | -$35.4K | ﹤0.01% | 264 |
|
|
2018
Q3 | $241K | Hold |
530
| – | – | ﹤0.01% | 253 |
|
|
2018
Q2 | $216K | Buy |
530
+90
| +20% | +$36.7K | ﹤0.01% | 268 |
|
|
2018
Q1 | $173K | Sell |
440
-29
| -6% | -$11.4K | ﹤0.01% | 296 |
|
|
2017
Q4 | $192K | Hold |
469
| – | – | ﹤0.01% | 290 |
|
|
2017
Q3 | $168K | Buy |
469
+40
| +9% | +$14.3K | ﹤0.01% | 295 |
|
|
2017
Q2 | $145K | Buy |
429
+29
| +7% | +$9.8K | ﹤0.01% | 310 |
|
|
2017
Q1 | $124K | Hold |
400
| – | – | ﹤0.01% | 327 |
|
|
2016
Q4 | $107K | Hold |
400
| – | – | ﹤0.01% | 325 |
|
|
2016
Q3 | $111K | Hold |
400
| – | – | ﹤0.01% | 321 |
|
|
2016
Q2 | $117K | Hold |
400
| – | – | ﹤0.01% | 314 |
|
|
2016
Q1 | $114K | Hold |
400
| – | – | ﹤0.01% | 306 |
|
|
2015
Q4 | $104K | Buy |
+400
| New | +$104K | ﹤0.01% | 341 |
|