Modera Wealth Management’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 | $435K | Buy |
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|
2025
Q2 | $422K | Sell |
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|
2025
Q1 | $460K | Sell |
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|
2024
Q4 | $491K | Buy |
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|
2024
Q3 | $509K | Buy |
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|
2024
Q2 | $384K | Buy |
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|
2024
Q1 | $434K | Sell |
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $348K | Sell |
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|
2023
Q2 | $1.32M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $718K | Buy |
|