Monarch Capital Management’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 | $458K | Buy |
1,335
+4
| +0.3% | +$1.37K | 0.12% | 94 |
|
|
2025
Q1 | $465K | Hold |
1,331
| – | – | 0.13% | 92 |
|
|
2024
Q4 | $452K | Sell |
1,331
-125
| -9% | -$42.5K | 0.12% | 90 |
|
|
2024
Q3 | $556K | Hold |
1,456
| – | – | 0.15% | 85 |
|
|
2024
Q2 | $435K | Hold |
1,456
| – | – | 0.13% | 92 |
|
|
2024
Q1 | $506K | Sell |
1,456
-5
| -0.3% | -$1.74K | 0.14% | 88 |
|
|
2023
Q4 | $456K | Sell |
1,461
-130
| -8% | -$40.5K | 0.14% | 89 |
|
|
2023
Q3 | $406K | Hold |
1,591
| – | – | 0.13% | 91 |
|
|
2023
Q2 | $422K | Hold |
1,591
| – | – | 0.13% | 94 |
|
|
2023
Q1 | $358K | Hold |
1,591
| – | – | 0.11% | 96 |
|
|
2022
Q4 | $378K | Sell |
1,591
-60
| -4% | -$14.2K | 0.12% | 96 |
|
|
2022
Q3 | $338K | Hold |
1,651
| – | – | 0.11% | 95 |
|
|
2022
Q2 | $370K | Hold |
1,651
| – | – | 0.11% | 96 |
|
|
2022
Q1 | $412K | Buy |
1,651
+1,025
| +164% | +$256K | 0.11% | 97 |
|
|
2021
Q4 | $220K | Buy |
+626
| New | +$220K | 0.06% | 119 |
|