MBI
Montrusco Bolton Investments’s Sherwin-Williams SHW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $149M | Sell |
442,931
-1,606
| -0.4% | -$542K | 1.66% | 24 |
|
2025
Q1 | $152M | Buy |
444,537
+228,367
| +106% | +$78.1M | 2% | 20 |
|
2024
Q4 | $73.5M | Sell |
216,170
-21,340
| -9% | -$7.25M | 0.89% | 27 |
|
2024
Q3 | $90.7M | Sell |
237,510
-36,800
| -13% | -$14M | 0.96% | 24 |
|
2024
Q2 | $81.9M | Buy |
274,310
+12,528
| +5% | +$3.74M | 0.86% | 30 |
|
2024
Q1 | $90.9M | Buy |
+261,782
| New | +$90.9M | 0.97% | 26 |
|