Morningstar Investment Services’s Sherwin-Williams SHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,883
Closed -$721K 347
2024
Q3
$721K Buy
1,883
+128
+7% +$49K 0.01% 238
2024
Q2
$521K Buy
1,755
+31
+2% +$9.2K 0.01% 244
2024
Q1
$598K Buy
1,724
+224
+15% +$77.7K 0.01% 216
2023
Q4
$469K Buy
+1,500
New +$469K ﹤0.01% 293