Mount Yale Investment Advisors’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 | $831K | Buy |
2,419
+23
| +1% | +$7.9K | 0.06% | 246 |
|
|
2025
Q1 | $837K | Sell |
2,396
-3,209
| -57% | -$1.12M | 0.07% | 226 |
|
|
2024
Q4 | $1.91M | Sell |
5,605
-5,011
| -47% | -$1.7M | 0.15% | 124 |
|
|
2024
Q3 | $4.05M | Sell |
10,616
-25,570
| -71% | -$9.76M | 0.39% | 61 |
|
|
2024
Q2 | $10.8M | Buy |
36,186
+24
| +0.1% | +$7.16K | 0.86% | 15 |
|
|
2024
Q1 | $12.6M | Sell |
36,162
-5,349
| -13% | -$1.86M | 0.96% | 11 |
|
|
2023
Q4 | $12.9M | Sell |
41,511
-66
| -0.2% | -$20.6K | 1.23% | 6 |
|
|
2023
Q3 | $10.6M | Sell |
41,577
-382
| -0.9% | -$97.4K | 1.15% | 6 |
|
|
2023
Q2 | $11.1M | Sell |
41,959
-1,797
| -4% | -$477K | 1.18% | 6 |
|
|
2023
Q1 | $9.84M | Sell |
43,756
-626
| -1% | -$141K | 1.1% | 6 |
|
|
2022
Q4 | $10.5M | Buy |
44,382
+84
| +0.2% | +$19.9K | 1.2% | 5 |
|
|
2022
Q3 | $9.07M | Buy |
44,298
+8
| +0% | +$1.64K | 1.2% | 7 |
|
|
2022
Q2 | $9.92M | Sell |
44,290
-138
| -0.3% | -$30.9K | 1.25% | 5 |
|
|
2022
Q1 | $11.1M | Sell |
44,428
-109
| -0.2% | -$27.2K | 1.21% | 6 |
|
|
2021
Q4 | $15.7M | Sell |
44,537
-423
| -0.9% | -$149K | 1.63% | 4 |
|
|
2021
Q3 | $12.6M | Sell |
44,960
-319
| -0.7% | -$89.2K | 1.45% | 4 |
|
|
2021
Q2 | $12.3M | Sell |
45,279
-1,803
| -4% | -$491K | 1.49% | 4 |
|
|
2021
Q1 | $11.6M | Sell |
47,082
-2,112
| -4% | -$520K | 1.51% | 4 |
|
|
2020
Q4 | $12.1M | Hold |
49,194
| – | – | 1.69% | 4 |
|
|
2020
Q3 | $11.4M | Buy |
49,194
+5,577
| +13% | +$1.3M | 1.63% | 3 |
|
|
2020
Q2 | $8.4M | Buy |
43,617
+900
| +2% | +$173K | 1.5% | 5 |
|
|
2020
Q1 | $6.54M | Buy |
42,717
+39
| +0.1% | +$5.97K | 1.48% | 11 |
|
|
2019
Q4 | $7.92M | Sell |
42,678
-9,708
| -19% | -$1.8M | 1.38% | 11 |
|
|
2019
Q3 | $10.3M | Sell |
52,386
-6,828
| -12% | -$1.34M | 1.83% | 6 |
|
|
2019
Q2 | $10.1M | Buy |
59,214
+129
| +0.2% | +$22.1K | 1.87% | 6 |
|
|
2019
Q1 | $8.48M | Buy |
59,085
+15
| +0% | +$2.15K | 1.59% | 10 |
|
|
2018
Q4 | $8.34M | Sell |
59,070
-1,281
| -2% | -$181K | 1.69% | 6 |
|
|
2018
Q3 | $8.34M | Sell |
60,351
-8,085
| -12% | -$1.12M | 1.46% | 9 |
|
|
2018
Q2 | $9.3M | Buy |
68,436
+6,222
| +10% | +$845K | 1.76% | 4 |
|
|
2018
Q1 | $8.13M | Buy |
+62,214
| New | +$8.13M | 1.74% | 3 |
|