Montag & Associates’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
Q2 | $682K | Hold |
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|
2025
Q1 | $693K | Hold |
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|
2024
Q4 | $675K | Hold |
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|
2024
Q3 | $758K | Sell |
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|
2024
Q2 | $659K | Sell |
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|
2024
Q1 | $814K | Buy |
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|
2023
Q4 | $661K | Buy |
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|
2023
Q3 | $465K | Buy |
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|
2023
Q2 | $474K | Hold |
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|
2023
Q1 | $401K | Hold |
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|
2022
Q4 | $424K | Hold |
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|
2022
Q3 | $365K | Hold |
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|
2022
Q2 | $400K | Hold |
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|
2022
Q1 | $446K | Hold |
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|
2021
Q4 | $629K | Sell |
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|
2021
Q3 | $751K | Hold |
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|
2021
Q2 | $732K | Hold |
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|
2021
Q1 | $661K | Hold |
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|
2020
Q4 | $658K | Buy |
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|
2020
Q3 | $373K | Sell |
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|
2020
Q2 | $326K | Hold |
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|
2020
Q1 | $260K | Hold |
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|
2019
Q4 | $330K | Hold |
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|
2019
Q3 | $311K | Hold |
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|
2019
Q2 | $259K | Hold |
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|
2019
Q1 | $243K | Hold |
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|
2018
Q4 | $222K | Hold |
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|
2018
Q3 | $257K | Hold |
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|
2018
Q2 | $230K | Hold |
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|
2018
Q1 | $222K | Hold |
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|
2017
Q4 | $232K | Hold |
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|
2017
Q3 | $202K | Buy |
|