Morningstar Investment 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 | $912K | Buy |
+2,655
| New | +$912K | 0.08% | 74 |
|
|
2025
Q1 | – | Sell |
-2,837
| Closed | -$964K | – | 195 |
|
|
2024
Q4 | $964K | Hold |
2,837
| – | – | 0.08% | 73 |
|
|
2024
Q3 | $1.09M | Buy |
2,837
+1,523
| +116% | +$585K | 0.11% | 80 |
|
|
2024
Q2 | $392K | Hold |
1,314
| – | – | 0.04% | 139 |
|
|
2024
Q1 | $456K | Hold |
1,314
| – | – | 0.05% | 127 |
|
|
2023
Q4 | $410K | Sell |
1,314
-24
| -2% | -$7.49K | 0.05% | 132 |
|
|
2023
Q3 | $341K | Hold |
1,338
| – | – | 0.05% | 117 |
|
|
2023
Q2 | $355K | Buy |
+1,338
| New | +$355K | 0.05% | 121 |
|